At a Glance
- Tasks: Handle trade processing, manage client queries, and ensure timely confirmations.
- Company: Join a dynamic Cash Equities Middle Office Client Services Team focused on operational efficiency.
- Benefits: Engage in diverse initiatives promoting client satisfaction and operational improvements.
- Other info: Proficiency in managing trades through to settlement is crucial.
- Why this job: Be the primary contact for clients and sales traders in a fast-paced environment.
- Qualifications: Strong client service skills and experience in operations are essential.
The predicted salary is between 40000 - 50000 £ per year.
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? The Cash Equities Middle Office Client Services Team is looking for someone just like you. As a Cash Equity 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:
- Acting as primary operations point of contact for sales, sales trading desks and client operations teams, to resolve queries or issues.
- Ensuring prompt and accurate allocation of trades to the relevant funds, along with issuing accurate trade confirmations, in a timely manner, in line with client requirements.
- Managing pre-matching of transactions to ensure smooth settlement.
- Managing all client queries in a timely manner while proactively ensuring any issues do not reoccur.
- Providing the Front Office with timely, accurate information in relation to the status of problem trades.
- Completing all relevant control checks, escalation of issues in a timely manner and maintaining audit trail.
- Continuously seeking feedback on opportunities for improvement and providing feedback to other groups in relation to where processes could be improved.
- Identifying opportunities to continuously improve 'Straight Through Processing' and quality of service delivered to clients; and automate/streamline existing processes.
- Partnerships with our Commission Management Solutions team on any research commission queries.
- Partnerships with the Corporate & Investment Bank Account Oversight team in relation to special handling and resolving any issues for priority clients.
- Providing 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 attitude.
- Ability 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 actions.
- Capacity to think laterally and understand the big picture.
- Experience within operations.
- A flexible, organized, proactive attitude towards work with the ability to multi-task and prioritize workload to meet daily deadlines.
- Excellent communication skills in all media.
- The ability to work well under pressure.
- Strong analytical and problem solving skills.
- Control 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 environment.
- Technical understanding of securities products would be an advantage.
Cash Equity Client Service Associate in Bournemouth employer: Job Search Place Limited
This role is based in a leading investment bank, offering opportunities to improve client service. The team values proactive problem-solving and collaboration with global teams to enhance operational efficiency.
