Client Service Associate
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
• Manage the workflow through the life cycle of Trades, Cash, Corporate Action and Income products
• Operationally manage and control the daily workflow within the Asset Services team
• Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
• Ensure all daily controls and processing are completed and signed off, including client service inquiry resolution, cash and stock break, event management, as well as all key metrics are produced as required
• Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
• Conduct ongoing review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
• Contribute to the strategic development of asset servicing products
This role requires a wide variety of strengths and capabilities, including:
• Operational subject matter expertise in Reconciliation, Settlements, Trade Support, Asset Servicing, Risk and Control, and Custody
• Strong ability to learn ongoing stream of new markets, products, and processes
• Strong risk and control awareness, including ability to effectively prioritize workloads and work to critical deadlines
• Confident communication skills in all mediums to both internal and external clients
• Strategic thinking; Able to review and implement process improvements
• Bachelor s degree or equivalent, preferred
• Proficient in Microsoft Office products including Word, Excel, Access, and Outlook
• Operationally manage and control the daily workflow within the Asset Services team
• Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
• Ensure all daily controls and processing are completed and signed off, including client service inquiry resolution, cash and stock break, event management, as well as all key metrics are produced as required
• Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
• Conduct ongoing review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
• Contribute to the strategic development of asset servicing products
This role requires a wide variety of strengths and capabilities, including:
• Operational subject matter expertise in Reconciliation, Settlements, Trade Support, Asset Servicing, Risk and Control, and Custody
• Strong ability to learn ongoing stream of new markets, products, and processes
• Strong risk and control awareness, including ability to effectively prioritize workloads and work to critical deadlines
• Confident communication skills in all mediums to both internal and external clients
• Strategic thinking; Able to review and implement process improvements
• Bachelor s degree or equivalent, preferred
• Proficient in Microsoft Office products including Word, Excel, Access, and Outlook
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