Client Support Officer
6 month rolling contract - Investment Banking - Inside IR35
Core accountabilities of role
· Act as a subject matter expert for EMEA client onboardings
· Effective coordination of the OTC routine onboarding in EMEA to ensure onboarding lead time targets are
met according to client or business targets.
· Active management of stakeholders within business, compliance, due diligence and risk departments,
including EMEA business heads and global heads of departments.
· Identifies onboarding files with risks of delays and escalates more complex onboarding cases to senior team
members.
· Proactively seeking opportunities to improve processes and controls.
· Accountable for delivering personal targets and objectives.
· Leverage industry experience as well as knowledge of policies throughout the process.
· Understands KPIs for their respective client/area and keeps SOP up to date in line with guidelines.
· Train and supervise new joiners to ensure right skillset and knowledge is transferred
Knowledge, Skill and Experience
· Typically require a university degree as an indicator of an ability to understand and apply complex
theoretical concepts, although may have progressed into the role via equivalent business experience.
· Knowledge of the OTC on boarding process for Financial Services, including KYC, Risk and business policies,
procedures and legislation.
· Experience of Financial Institutions and Global Markets products required, especially OTC products
· Effective time management and ability to prioritise workload and escalate issues to management.
· Ability to handle multiple tasks simultaneously and prioritise independently
· Strong focus on accuracy and attention to detail and able to review and improve work of more junior
colleagues
· Excellent written and oral English skills in order to articulate technical issues and to be able to take the
complex and make simple to enable effective communication with the business
· Good Stakeholders management skills and ability to collaborate across teams
· Strong analytical skills and ability to meet deadlines under pressure.
· Computer literacy and a good knowledge of standard computer software and able to learn and utilise
specialist applications appropriately.
Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
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