CUSTODY CLIENT ON-BOARDING OFFICER Custody client onboarding Officer with clients and internal stakeholders and is responsible for solution design, change management and on-boarding for approved initiatives including new client on-boarding, existing clientfund launches,mergers,liquidationandoff-boarding, product enhancements, client change management and where the client P&L supports it, specific client requirements including re engineering opportunities. The role is to translate Custody & Market Account Opening Onboarding requirements into executable deliverables, working with partners in Product, Operations, Technology and directly with clients. The role understandsCustody& Treasury and has an awareness of securities services, Onboarding & Project Management Frameworks, traditional and agile delivery, and both Product and Client level financial dynamics, ensuring completion of value-driving Custody & TreasuryOnboardingevents with organizational goals to improve profitability, client satisfaction and employee satisfaction PRIMARY RESPONSIBILITIES Managingcustody onboardingfor all Europe client base, on a standalone basis or as part of a custody work stream for bundled services (Standalone basis for mainly UK clients or GFP only clients ) o Execute with Onboarding Management Framework o Defining onboarding scope, implementing agreed service, in charge of coordination in between departments related to thecustody onboarding. o Reviewing structures, products, services o Client kick-off meeting o Handling calls with clients and third party stakeholders o Drafting and signing off process flows and drafting and agreement of Operating Memos & SLAs as required o Follow the progress of legal and DD and support if necessary o Support team as required required for launches/ migrations in/out and rollout best practice Coordinating counterparty set-ups with third parties (aligning with regulatory requirements), Maintenance of Counterparty Database for EMEA Define and Agree Custody Business Transition Documents Organizing liquidations and migration out, with supervision and linkage in between GCC, legal, invoicing, CMAO, DSD and ops, to ensure proper closure in the systems. New Business Tracker, Change Register, other business databases handling/updating/redesign as required Receiving change requests and performing primary gap analysis, handling of small change requests, quick fixes e.g.: addition of reports. Reporting set-up aspect to review process with Client Representatives Support design of change requests and engage with Solution Design & Execution as required for large/complex change requests Supporting Client Operations EDUCATION &/OR EXPERIENCE Required Business degree 5+ years experience in industry, Experience managing a range of projects/deliverables, PM/BA experience and/or qualifications. Transversal business knowledge Bilingual COMPETENCIES Behavioural Leadership, relationship management, communications and partnership development capabilities and skills Creative, proactive, passionate with exceptional problem solving skills and attention to detail, confidence in English. Highly organised, self-motivated and entrepreneurial with willingness to take initiative and drive to deliver outstanding client service in a timely manner Gravitas required to convey credibility with senior executives Ability to thrive in a fast-paced, independent, high-pressure, corporate environment If you are interested in this opportunity, please contact us
[email protected] by phone at +352 20 61 04.
5+ years
CUSTODY CLIENT ON-BOARDING OFFICER Custody client onboarding Officer with clients and internal stakeholders and is responsible for solution design, change management and on-boarding for approved initiatives including new client on-boarding, existing client fund launches,mergers, liquidation and off-boarding, product enhancements, client change management and where the client P&L supports it, specific client requirements including re engineering opportunities. The role is to translate Custody & Market Account Opening Onboarding requirements into executable deliverables, working with partners in Product, Operations, Technology and directly with clients. The role understands Custody & Treasury and has an awareness of securities services, Onboarding & Project Management Frameworks, traditional and agile delivery, and both Product and Client level financial dynamics, ensuring completion of value-driving Custody & Treasury Onboarding events with organizational goals to improve profitability, client satisfaction and employee satisfaction PRIMARY RESPONSIBILITIES • Managing custody onboarding for all Europe client base, on a standalone basis or as part of a custody work stream for bundled services (Standalone basis for mainly UK clients or GFP only clients ) o Execute with Onboarding Management Framework o Defining onboarding scope, implementing agreed service, in charge of coordination in between departments related to the custody onboarding. o Reviewing structures, products, services o Client kick-off meeting o Handling calls with clients and third party stakeholders o Drafting and signing off process flows and drafting and agreement of Operating Memos & SLAs as required o Follow the progress of legal and DD and support if necessary o Support team as required required for launches/ migrations in/out and rollout best practice • Coordinating counterparty set-ups with third parties (aligning with regulatory requirements), Maintenance of Counterparty Database for EMEA • Define and Agree Custody Business Transition Documents • Organizing liquidations and migration out, with supervision and linkage in between GCC, legal, invoicing, CMAO, DSD and ops, to ensure proper closure in the systems. • New Business Tracker, Change Register, other business databases handling/updating/redesign as required • Receiving change requests and performing primary gap analysis, handling of small change requests, quick fixes – e.g.: addition of reports. Reporting set-up aspect to review process with Client Representatives • Support design of change requests and engage with Solution Design & Execution as required for large/complex change requests • Supporting Client Operations EDUCATION &/OR EXPERIENCE Required • Business degree • 5+ years’ experience in industry, • Experience managing a range of projects/deliverables, PM/BA experience and/or qualifications. • Transversal business knowledge • Bilingual COMPETENCIES Behavioural • Leadership, relationship management, communications and partnership development capabilities and skills • Creative, proactive, passionate with exceptional problem solving skills and attention to detail, confidence in English. • Highly organised, self-motivated and entrepreneurial with willingness to take initiative and drive to deliver outstanding client service in a timely manner • Gravitas required to convey credibility with senior executives • Ability to thrive in a fast-paced, independent, high-pressure, corporate environment If you are interested in this opportunity, please contact us at
[email protected] or by phone at +352 20 61 04.