Prime Brokerage Client Service
10 months ago
Our client is a global investment bank and is currently seeking candidates with PB product knowledge and client-facing experience to join their Prime..
Our client is a global investment bank and is currently seeking candidates with PB product knowledge and client-facing experience to join their Prime Brokerage Client Service team. Primary responsibilities: • Collaborate with various business partners (Sales, Trading, Business Managers, Relationship Managers) on client-related topics. • Coordinate internally to ensure timely solutions for clients with competitive timelines. • Escalate client-impacted issues appropriately and in a timely manner. • Manage post-trade allocation and trade exceptions for Synthetic Prime Brokerage clients. • Adhere to SLA turnaround times for client issues and provide solutions. • Review CSG and client MI to drive improvements using technology and process enhancements. • Participate in global and local projects/initiatives for continuous improvement, efficiency, risk mitigation, process streamlining, and UAT testing. Contributing Responsibilities: • Contribute solutions to new business initiatives. • Propose process improvements to enhance the client journey. • Provide supervision on outsourced services, if applicable. • Minimize operational failures and fraud risks by implementing regular controls. • Comply with internal and external regulatory and compliance requirements. • Fulfill AML/FS-related duties, ensuring adherence to Group Policies and operational controls. Technical & Behavioral Competencies: Core Competencies: • Ownership, Drive for results. • Risk awareness. • Corporate role model, integrity & ethics. • Team player & cross-cultural awareness. • Client focus. • Challenge status quo. Specific Qualifications (if required): • Thorough understanding of financial markets and products, particularly equity derivatives and FX. • Strong communication skills and ability to articulate complex matters clearly and concisely. • Proactive and collaborative mindset, adaptable to a changing environment. • Previous experience in PB space, client-facing, and/or operational roles. • Proficiency in Excel, preferably with programming skills (VBA, Excel, Access). • Prioritization given to client-facing/front office expertise.
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