Client Service Associate II

Job responsibilities

• Provide comprehensive client service by addressing inquiries processing transactions and troubleshooting issues utilizing your proficiency in strategic planning and digital literacy.
• Protect both the client and the institution from potential financial and reputational damage.
• Contribute to the change management process assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
• Utilize your knowledge of market products to provide informed advice to clients maintaining an understanding of current industry practices and regulations.
• Participate in the development and implementation of process automation initiatives applying systems architecture and automation technologies to optimize service delivery.
• Provide single point of contact for Prime Brokerage clients for all their Trade management and Settlements related needs. products in scope are Equity FI REPO and Options.
• Process client trades files monitor Trade Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting
• Monitor daily work flow queues and adhere to SLAs in place report and escalate any issues or system outages provide timely updates to all internal and external stakeholders
• Partner with clients and internally with technology strategy and transformation teams to help identify external and internal inefficiencies and manage improvement opportunities (Straight through Processing and Settlement Efficiency)
• Train clients on usage of recent technology and reporting processes represent Operations on client visits and scorecard reviews

• Adhere to firm policy and procedures/controls and adhere to Client confidentiality framework

Required qualifications capabilities and skills

• 3 years of experience or equivalent expertise in a client service role within a financial institution.
• Excellent influencing negotiation and communication skills with the ability to develop and maintain collaborative relationships.
• Experience in change management with the ability to facilitate strategic communications and mitigate stakeholder impact.
• Proficiency in digital literacy with a willingness to understand and implement new/emerging technologies that impact business operations.

• Bachelor Degree

Preferred qualifications capabilities and skills

• Team Player but also must be able to work independently
• Be a self-starter with the motivation demonstration of initiative and ownership mentality to think outside of the box as necessary
• Equity and Fixed income knowledge is a plus