Investment Middle Office Services Client Operations Associate
6 months ago
Are you looking for an unique opportunity to advance your in depth knowledge of banking operations and contribute to a growing international business in a fast paced and innovative environment? This is the right role for you if you want to work in the Investment Middle Office Services team where we provide a complete suite of investment operations outsourcing services for institutional asset managers. Our services encompass all asset management activities post-trade execution, allowing asset managers to focus on their core competencies of managing assets and client relationships.
As a Client Operations Associate in the Investment Middle Office Services team, you will be the single-point-of-contact for all client interactions including query management, escalations and projects to help client navigating the firm. You will partner with our internal stakeholders to ensure all client Service-level Agreements (SLAs) are met with high standard of services, monitoring resiliency and focusing on trend analysis and process improvement.
Job responsibilities:
Manage all incoming and outgoing client queries across a varied range of products including but not limited to equities, fixed income, foreign exchange, derivatives and collateral. Partner with offshore teams to ensure that all daily, weekly, monthly client SLAs are met. Perform daily oversight checks on key tasks performed by offshore processing hubs and assist with escalations. Host and/or attend client meetings both in person and on the phone. Attendance and participation in forums hosted and run by third parties. Involvement in new client and product launches to ensure operational readiness for support. Perform trend analysis to identify opportunities for process improvement and enhanced control. Monitoring market changes and partner with internal/external stakeholders to adapt to these changes. Improve operational efficiency and effectiveness by automating the processes when applicable. Produce key client reporting requirements against SLAs and client expectations, internal metrics collation, Incident Reporting and Client Operational Review deliveries.Required qualifications, capabilities, and skills:
At least a Bachelor's Degree in Business, Finance, or related disciplines Minimum 5 years’ experience in markets as trade/marketing support or related securities services business line with a focus on client service Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody Subject matter expertise in Equities, Fixed Income, Cash Markets, Over-the-Counters (OTCs), Exchange Traded Derivatives and general trade lifecycle Strong analytical and problem solving skills including taking the initiative to drive change and enhance controls Candidate must have a control focused agenda, and a thorough understanding of program/project risk As this role will have regular client facing involvement and engagement with senior staff in all areas of Investor Services, the person in this role must be confident, articulate and able to represent . Morgan in front of clients Effective and excellent communication and presentation skills are requiredPreferred qualifications, capabilities, and skills:
Mandarin proficiency would be a plus Comprehensive understanding of Asia Pacific markets-
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