If you are interested in advancing your career within Client Services, this role is for you!  Join our client facing team to enhance your knowledge and skills related to account opening and maintenance workflow, and identify and implement process improvements to provide even better service to our clients.  

As a Client Account Services Operator - Senior Associate in the Client Account Services team, you will serve as a subject matter expert and you will perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables.  You will be also responsible for establishing accounts, guiding clients through market entry requirements to enable trading, managing market renewals and client restructures as well as setting up and maintaining information in reference databases.

 

Job responsibilities

Work in a Bournemouth based team responsible for coordinating client onboarding activity, ensuring controls are properly designed and operating effectivelyDrive/Promote/Contribute to enhancing an inclusive culture across the team and broader organizationIdentify and execute process improvements and provide support on key process and technology initiatives; drive automation and the CAS digital tools agenda and partner with stakeholders across operations, product and business to drive continuous improvementManage the end to end market account opening process for clients across segregated and segregated documentation markets and provide guidance to clients on market entry requirements Identify and implement solutions to improve market entry timeline and enhance client and employee experienceDemonstrate first class communication skills and a proactive approach to escalation, prioritization and problem solvingPartner with Client Service, Implementations, Sales, Relationship Management, Client Service and Product to drive the business forwardDevelop on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlinesProject manage end-to-end account activities including fund launches, closures, mergers, and remediationsMaintain a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs

Required qualifications, capabilities, and skills

Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasksBuilding teamwork through collaborationAbility to demonstrate flexibility and operate in a changeable environment Excellent analytical and research skills, detail orientedAbility to deep-dive and investigate issues to reach a successful resolution to applicable partiesStrong verbal and written communication skills with ability to influence othersClient relationship managementMicrosoft Office skills

Preferred qualifications, capabilities, and skills

Industry knowledge Data literacyAlteryx flowsTableau dashboard creation