Client On-Boarding/Client Integration

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Job Description: Chester Client On-Boarding Management/Client Integration

Location: Chester

Client Integration (for On-Boarding function) for a set of EMEA Fixed Income Client Accounts with specific focus and client service for the Priority Clients.

Covers institutional client, cross product within FICC for Global Markets.

Client base is predominantly EMEA although increasingly becoming more global for clients and products.

Close partnership with the Operations Client Relationship Management team to ensure that we are adding value to our clients through the Integration process.

The role is to join the Operations Client Integration (CIT) team in Chester as an Integration Manager/CSR, reporting to the EMEA lead in London.

  • Provide client service within Integration/On-Boarding Management for EMEA FICC Derivative Clients
  • Ensure clients' on-boarding expectations are met or exceeded across GMO&MO, enhancing the on-boarding/integration client experience.
  • Rigorous data tracking of each individual on-board, accountability and ownership of those on-boards
  • Supporting client delivery by data and monitoring of key metrics.
  • Supporting EMEA FICC Sales stakeholders through efficient and quality on-boards, enabling the funds to be monetised - Be a key support partner in revenue protection and facilitation through holistic client integration
  • Ensure that On-Boarding ranking with our clients becomes and remains industry leading
  • Serve as the voice of the client and enable the strategic development of the client service model and technology platforms.
  • Ensure partnership with Global Markets trading/Sales/Clients and other support stakeholders to ensure SLAs are met, accounts are ready to trade on fund launch and the client experience is world class.

Alongside Client Service, the Integration CSR is responsible for implementing the Global Integration Client strategy for his/her/FICC clients while still delivering on CIT team/Global Markets Ops & Middle Office client goals:

  • Strategic Account Management - aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding
  • Holistic view of client feedback and escalations: enabling us to identify & improve processes with client impact.
  • Participate in regular operational broker reviews with OCRM/Business partners Measure our performance against client benchmarks and SLAs in the form of detailed MI
  • Collaborate with FO and operational teams to improve operational efficiency and client satisfaction. Ensuring full transparency and understanding exists between these areas towards client expectation and delivery.
  • Holistic on-boarding/integration co-ordination
  • Continual identification of, and implementation of process improvement
  • Ensuring close relationship with line teams for premier delivery to client queries and requests. High delivery in parallel roles is paramount for an Integration CSR to be able to develop positive relationships
  • Provide access and transparency for clients to our organisation
  • Provide clients with proactive engagement, visibility to what the organization is working, client partnership
  • Partnership with client and internal stakeholders to measurably improve processes, STP and reduce cost.
  • Drive, develop and personalize relationships with clients at all levels, influence client behaviour for STP
  • Partnership with client on market/industry: ensure we connect our best SME's internally with clients to advise.

The ideal candidate will have the following characteristics:

  • Client Service experience/understanding of client and how to engage
  • Strong organizational skills, ability to be on top of data tracking and ability to juggle many on-boards through the flows
  • Strong relationship building and maintenance both inside and outside the organization
  • Willingness to get into the details and learn product/process
  • Ability to influence without direct authority, tenacious in getting delivery on tasks/meeting SLAs
  • Ability to quickly learn to navigate a complex, global organization
  • Some awareness of Fixed Income Derivative products & how the industry works
  • Industry knowledge and desire to stay apprised of industry changes that can be opportunities to strengthen client relationships

The Ajilon Consultant Model is a dedicated business unit within Ajilon, part of the Adecco Group. Here, Ajilon employs you as a Consultant on a permanent basis. This allows you to gain the benefits and of the flexibility to work and gain experience on a number of programmes while being rewarded with all the benefits expected of permanent positions and more including career progression.