Do you enjoy partnering with a multitude of diverse groups, in a fast-paced environment? Are you looking to engage in a variety of initiatives promoting operational efficiency and client satisfaction? Then you found the right position for you!
As a Cash Equities Client Service Associate within the Client Services Team, you will serve as the primary contact for clients and sales traders, handling all aspects of trade processing and related inquiries. Your key responsibilities will include allocating stock to the appropriate funds, providing prompt and accurate confirmations, and managing trades through to settlement. Ensuring superior client service, fostering strong relationships with our global teams, and meeting these requirements are crucial to our success.
Job responsibilities
Acts as primary operations point of contact for sales, sales trading desks and client operations teams, to resolve queries or issuesEnsures prompt and accurate allocation of trades to the relevant funds, along with issuing accurate trade confirmations, in a timely manner, in line with client requirementsManages pre-matching of transactions to ensure smooth settlementManages all client queries in a timely manner while proactively ensuring any issues do not reoccurProvides the Front Office with timely, accurate information in relation to the status of problem tradesCompletes all relevant control checks, escalation of issues in a timely manner and maintaining audit trailContinuously seeks feedback on opportunities for improvement and providing feedback to other groups in relation to where processes could be improvedIdentifies opportunities to continuously improve ‘Straight Through Processing’ and quality of service delivered to clients; and automate/streamline existing processesPartnerships with our Commission Management Solutions team on any research commission queriesPartnerships with the Corporate & Investment Bank Account Oversight team in relation to special handling and resolving any issues for priority clientsProvides Subject Matter Expertise (SME) input in partnership with technology and operations project teams
Required qualifications, capabilities, and skills
Well established client service skills with a positive attitudeAbility to both work well as part of a team, and also to be results orientated and self-motivated, being proactive by using own initiative to take personal responsibility for tasks and actionsCapacity to think laterally and understand the big pictureExperience within operationsA flexible, organized, proactive attitude towards work with the ability to multi-task and prioritize workload to meet daily deadlinesExcellent communication skills in all mediaThe ability to work well under pressureStrong analytical and problem solving skillsControl mindset with risk awareness along transaction lifecycle and strong attention to details
Preferred qualifications, capabilities, and skills
Experience in the financial industry, preferably within an Investment Banking environmentTechnical understanding of securities products would be an advantageFluency in French and any other language