Custody Client On

Il y a 6 mois


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 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


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