Client Services Adviser

Pontoon; Chester; Hybrid; GBP 35,000 - 38,000; Full time

Job summary

A leading financial services company is seeking an individual to join their EMEA Priority Client Services team in Chester. The role focuses on developing relationships with Institutional and Corporate clients, ensuring exceptional client service and post-trade experience. Key responsibilities include operational support, knowledge of FX trade lifecycle, and collaborating with various internal departments. The ideal candidate is client-focused, self-motivated, and skilled in communication. This position offers a hybrid working model and a contract of 12 months.

Qualifications

• Proven track record of excellent communication and interpersonal skills.
• Ability to quickly assimilate knowledge of various operational platforms.
• Self-motivated and able to work independently.
• Successful in fast-paced environments with excellent time management.
• Demonstrates intellectual curiosity and questions the status quo.

Responsibilities

• Serve as a dedicated point of contact for clients and their Bank of America contacts.
• Provide operational support during confirmation and settlement for priority clients.
• Support key stakeholders including Sales, Trading, and Credit in operational requirements.
• Develop process and control designs to enhance straight through processing rates.
• Ensure timely resolution of client queries regarding trade settlements.

Skills

Client-focused communication

Knowledge of operational platforms

Self-motivation

Time management

Intellectual curiosity

Job description

• Contract: 12 months (extension potential or permanent)
• Salary: 35,000 - 38,000 per annu
• Location: Chester (2-3 days onsite per week, hybrid)

An excellent opportunity to join the EMEA Priority Client Services team based in Chester. The role's primary focus is to develop relationships with our highest tiered Institutional and Corporate clients. With a focus on developing market leading client service, balanced with an optimal, highly automated, post trade experience across confirmation, settlement and Post settlement.

Specifically, you will be responsible for:

Responsibilities:

• Being a dedicated point of contact for your portfolio of clients and their Bank of America contacts, providing operational support through onboarding and post trade.
• Providing operational support through confirmation and settlement, and post settlement for our priority clients. Also providing subject matter expertise as we partner with our top tier clients in developing market leading operational technology.
• Provide direct support to our key stakeholders including Sales, Trading, Trade Control, Credit and OCRM and SRM teams, in supporting client's operational requirements.
• You will acquire a level of knowledge of the applications utilised within the FX trade lifecycle to develop process and control design to enhance straight through processing rates, mitigate operational risk and develop viable accommodations as required.
• Support the development of the 5 Pillar strategy and department objectives, ensuring these align to those of Global Markets, Clients and Stakeholders.
• Building client data and presenting our performance against target for clients to which they are aligned.
• Attending internal forums and external meetings for the clients to which they are aligned.
• Timely response to client queries regarding the settlement of their trades
• Right first-time settlement of FX trades
• Maintenance of client settlement and confirmation static
• Liaising with other internal departments to ensure timely resolution of queries and issues
• Involvement in ad hoc projects for new processes or industry initiatives
• Breaks investigation and resolution
• Delivering best in class client service

Requirements:

• Must be client focused with proven track record of excellent communications and interpersonal skills
• Ability to quickly assimilate knowledge of various operational platforms in support of business-as-usual activities
• Must be self-motivated and able to work independently
• Must be able to operate successfully in a fast paced environment with excellent time management
• Demonstrate intellectual curiosity, and always question the 'why'

Other skills:

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward.
• Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.