Interim Tax Manager

Morgan McKinley; Bristol; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading company in finance is actively seeking a Client Service Account Manager. This role requires strong client interaction and multi-tasking abilities, as well as expertise in operations within financial services. Candidates should possess good Excel skills and be able to communicate effectively in English and preferably Mandarin or Cantonese, to enhance service delivery to hedge fund clients.

Qualifications

• 2-3 years experience in operations/middle office in financial services.
• Strong client service orientation and ability to handle risks.
• Proficient in English; Mandarin and Cantonese preferred.

Responsibilities

• Manage client functions like trade allocations and reporting.
• Support equity swap allocation and cash trade management.
• Liaise with various functional areas to meet client needs.

Skills

Client service orientation

Risk management

Attention to detail

Multi-tasking

Strong Excel skills

VBA user

Mandarin

Cantonese

Korean

Japanese

Job description

Find Jobs Worldwide with Morgan McKinley

Whether you're looking for roles in finance, technology, or engineering, Morgan McKinley will connect you with top employers globally. Find flexible positions, remote opportunities, or the perfect location for your next career step.

Filters

Job Type

Remote / On-Site

All Jobs

All Jobs

1500 results found

About the job

Prime Services provides securities financing, securities lending and a full front to back client service experience including securities clearance and settlement, asset servicing assistance, and technology and risk management tools to the firm's hedge fund client base.
Client Service Account Managers serve as the primary point of contact for CFOs, COOs, and operational professionals to help them actively monitor leverage, risk, books and records.

Responsibilities

• Daily management of various client related functions such as trade allocations, amendments, client queries & reporting within specified timescales
• Support a number of key processes, most notably equity swap allocation and equity & fixed income cash trade management
• Understand hedge fund strategies, funding and financing, securities lending
• Provide margin recommendations for clients, by having In-depth product knowledge, broad operational expertise
• Liaise with all the functional areas of the firm to deliver the resources and solutions to meet our client's needs
• Consult with their clients on new reporting and technology applications to enhance portfolio management, and operational efficiency as well as train clients on new technology

Requirements

• 2-3 years experience of operations/middle office experience in financial services industry
• Ability to interface with internal and external operations groups, react quickly to meet tight deadlines
• Strong client service orientation & ability to handle risk management
• Attention to detail and results oriented, strong ability to multi-task and team player
• Strong excel skills & VBA user is preferred
• Execllent in English, Mandarin, Cantonese is preferred, Nice to have knowledge in Korean & Japanese language

Application

If this above description fits your experience and is something you would like to explore, please click 'Apply Now' to submit your resume to us.

Our specialist consultant will get in touch with you soon, if we find your profile suitable for this position or any other vacancies we are recruiting for.

Any questions, please feel free to contact Hilda Cheng at 3907 3979.