Custody Client On

il y a 2 semaines


Luxembourg, Luxembourg Blackridge Group Temps plein
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 setups 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, selfmotivated 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 fastpaced, independent, highpressure, corporate environment


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