Main Job Purpose
The Business Implementation (BI) Team are responsible for all operational aspects of on-boarding and off boarding of all new and existing clients, in order to provide a consistently exceptional client experience.
The BI business line is undergoing a period of transformation, working towards digitalization, introducing new systems and methods of working to streamline existing processes and deliver efficiencies.
The Standing Data team are an integral part of BI, who undertake the standing data activity to get accounts opened, closed and updated on internal systems.
Main duties include:
- Input or review & validate data relating to securities and/or cash account opening, closing or maintenance in accordance with Group and local policies, procedures, and controls
- Subject matter expert for all Standing Data related topics, mainly account opening, amendments, closures and enquiries whilst acting as reference point for the business
- Develop strong relationships across all internal areas that utilize the Standing Data team to deliver excellent client service whilst adhering to a strong risk controls framework
Key Responsibilities
- Ensure complete and accurate data input into systems based on the information received
- Maintain accurate records of arrangements and data changes
- Support any initial outsource process as required and then provide the oversight of any key functions outsourced to centralized service hubs.
- To identify opportunities to create further efficiencies through improved processes whilst mitigating risk.
- Assist documenting processes and procedures
- Project support to implement initiatives and efficiencies across the wider department
- Adhere to compliance, credit, operational and key control processes and regulatory requirements
- Ad hoc support and assistance to other areas within Business Implementation as required.
Technical Skills - Essential Requirements
- Knowledge of Global Financial markets
- Communication via e-mail and telephone
Technical Skills - Desired Requirements
- Comprehensive knowledge of operational systems, processes and procedures
Qualifications & Industry Experience - Essential Requirements
- An understanding of global custody
- Proven track record in a similar environment
Qualifications & Industry Experience - Desired Requirements
A minimum of 5 years’ experience within a Securities environment
Personal Style – Essential Requirements
- Accurate and efficient
- Client focus
- Clear communication
- Team player
- Risk management
- Ability to work under pressure
Personal Style – Desired Requirements
- Self-motivated
- Creative and innovative
- Results driven
- Sharing knowledge
