Client Onboarding and Management

1 week ago

Dublin, Ireland Oliver James Full time

Responsibilities: Has a solid understanding of the client onboarding requirements including the new global regulatory framework, credit, legal and AML/KYC, FATCA, CRS, MiFID and understands the role of various stakeholders involved Working with sales and trading to grow long term relationships with buy side clients as they organically grow with the company Proactively working with buy side clients to assess needs and priorities daily Assist the desk and stakeholders in managing priorities Expediting the ability to trade whilst ensuring all required stakeholders are engaged and risks minimised. Participate in new client and product strategies for the Dealer globally, offering value-added ideas and strategies Work with the Front Office and internal stakeholders daily to understand the client needs and track and prioritise high value relationships Working with stakeholders to understand regulatory and documentation requirements for large global institutional clients Building and maintaining strong relationships with internal stakeholders Maintain client status updates current in the database to track and monitor workflow Escalate and manage client issues proactively and in a timely manner Job Requirements 3+ years of experience (in either buy side / Capital markets industry preferred). Understanding of Financial Markets and trading products Proven ability to maintain and manage large client relationships Demonstrates time management skills and commitment to delivering results within support global desks Ability to analyse, organise and prioritise work while meeting multiple deadlines Excellent communication and presentation skills to share recommendations with colleagues High degree of intellectual curiosity, passion, and self-motivation Ability to work independently and within a team environment experience Ability to work within a diverse, global workforce that is client service oriented Ability to understand and find appropriate applications for data and analysis results Meticulous attention to detail and due diligence Sound understanding of risk processes and methodologies Demonstrates a high aptitude in time management Design, creativity, and problem-solving skills Fast learner who is dedicated to continuously improving their skills and expertise. Strong Microsoft (Outlook/ Excel/ Powerpoint) skills Skills: client onboarding client management client service capital markets fund investment bonds Benefits: Work From Home Bonus Life Insurance Pension others.

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