At a Glance
- Tasks: Manage client onboarding and ensure a smooth trading experience for institutional clients.
- Company: Join a Tier 1 global financial services organisation with a dynamic team.
- Benefits: Competitive contract role with potential for extension and professional growth.
- Other info: Work in a collaborative team across EMEA, US, and APAC regions.
- Why this job: Be at the forefront of client relations in a fast-paced trading environment.
- Qualifications: Experience in client service, onboarding, and understanding of KYC/AML regulations.
The predicted salary is between 51750 - 63250 £ per year.
Deloitte is supporting a Tier 1 global financial services organisation in recruiting a Global Markets Client Onboarding Analyst to join a high-performing Client Experience Operations team. This role sits within the Global Markets New Business function and acts as the central point of contact for pre-trade/Onboarding set up. GMNM communicates and coordinates with clients across documentation, account opening and configuration, ensuring optimal client experience & readiness to trade.
The team members are aligned with specific Clients/Sales desks and work closely with sales coverage, legal, credit risk, operations, compliance and clients to ensure an effective and smooth onboarding process. The team members develop strong relationships with institutional clients, which include asset managers, corporations, hedge funds and private equity. They are expected to play a key role in client relationship management and understanding dynamic changes in commercial demands of the business as well as grow subject matter expertise in legal, AML/KYC and regulatory requirements.
This is a dynamic, entrepreneurial team sitting across EMEA (London, Paris & Frankfurt), US (New York, Salt Lake City) and APAC (Hong Kong, Singapore, Sydney) with individuals who thrive in the fast-paced, changing environment of the trading floor.
Key Responsibilities:
- Owning pre-trade client relationship & driving front-to-back onboarding to ensure readiness to trade across all products (Derivatives, Repo, Cash)
- Use active discussions with Sales to manage the priority queue
- Drive internal and external conversations to facilitate the negotiation of trading agreements: ISDA-CSA, CDEA, GMRA & GMSLA
- Develop in-depth knowledge of all account opening requirements needed such as AML, KYC & product to legal entity alignment
- Manage tight deadlines to ensure we meet clients' service level expectations: fund launches, market specific deadlines and trade dates
- Provide excellent pre-trade client service
- Demonstrate a sound appreciation of new business policies, and process enhancements
Requirements:
- Previous experience with client service/financial institutions
- Experience in related onboarding functions (e.g. Due Diligence, Agreement negotiation)
- Understanding of onboarding, KYC/AML or regulatory requirements
- Experience/knowledge of ISDA-CSA, GMRA and other trading agreements
- Excellent communication and stakeholder management skills
- Strong organisational skills with the ability to manage multiple priorities
- High attention to detail
- Ability to work within fast-paced front-office environments
- Ideally from a legal background
- Client facing experience would be a bonus
Global Markets Client Operations Specialist employer: Deloitte - Recruitment
Join a leading financial services organisation in Basildon, where we prioritise compliance and regulatory assurance in a supportive hybrid work environment. Our culture fosters professional growth through continuous training and development opportunities, ensuring you can thrive in your role as a Remediation Compliance Specialist. With a commitment to employee well-being and a collaborative atmosphere, we offer a unique chance to make a meaningful impact while enjoying the flexibility of working from home.
StudySmarter Expert Advice🤫
We think this is how you could land Global Markets Client Operations Specialist
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Deloitte - Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Global Markets Client Operations Specialist
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Deloitte - Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Deloitte - Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Deloitte - Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Deloitte - Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Deloitte - Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Deloitte - Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
