Markets Transition Management Associate
Aumni
Job Description
Markets Transition Management works closely with CIB Markets Sales, clients and internal partners to onboard clients to trade Markets products.
As a Transition Manager you will field and track requests, relays requirements and coordinate with Ref Data, KYC, Accounts, Credit, Legal and Operations teams to ensure client is onboarded seamlessly and ready to trade within targeted timeframe. Goal is to deliver an excellent client experience in line with the needs and objectives of the client, CIB Markets Sales and Digital Client Service organizations.
Markets Transition Management Team currently operates globally with teams supporting clients and CIB Markets Sales in US, EMEA and APAC, this role is to expand this coverage into Latam.
Role and Responsibilities
Client Focus – Provide each client an excellent onboarding experience while working in a fast paced, multi-asset class, multi-partner, evolving environment while adhering to controls and transparency requirements.
Consultative Service: Ability to leverage business analytic skills and apply client, product and process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes and status for diverse set of requests to clients and internal partners.
Internal Partner Coordination – Build strong relationships with internal partners, e.g. Sales, Ref Data, KYC, Accounts, Credit, Legal and Operations teams to establish transparent, controlled and efficient environment.
Project Management – Work with technology, data and partner teams to continually improve platforms, automation and client metrics to facilitate achievement of “best in class” onboarding service.
Required qualifications, capabilities, and skills:
- Experience in client facing role within onboarding or relevant business partner groups
- Knowledge of Markets products, industry landscape, platforms and core controls
- Strong client management and communication skills
- Excellent project management, organizational, and time management skills
- Results-focused, ability to manage high volume of requests in dynamic operating environment
- Ability to navigate diverse process flows and data sets and drive process enhancements
- Experience designing technology enhancements and use of business analytic/automation tools
- Proficient in Microsoft Office applications (Excel, Word, PowerPoint)
Preferred qualifications, capabilities, and skills
- Business Analytics experience and/or proficiency with data management tools , e.g. Python, Alteryx, Tableau, Qlikview