Analyst, Client and Engagement Set-up

Deloitte (UK); Alabama; Hybrid; USD 34,000 - 42,000; Full time

Job summary

Deloitte UK is seeking an Assistant within CES to deliver high-quality services to the UK business, supporting colleagues and your People Leader to meet expectations. You will work with Jupiter, Conflict Check, TOP and SWIFT setup.

You will join a diverse team in a regulated environment, uphold policy compliance, and contribute to efficiency while growing professional skills in a hybrid Cardiff-based role.

Qualifications

• Excellent research and analysis skills with good judgement and decision-making.
• Strong communication skills to explain requirements to internal customers.
• Able to collaborate effectively with colleagues across varied locations.
• Strong organisation skills to manage workload and meet tight deadlines while handling customer expectations.
• Confidence with Microsoft products and general application usage, including AI tools where appropriate.
• Experience within a professional/financial services, global business service, project support or administrative support environment is preferred, but not essential.

Responsibilities

• Knowledge of the CES systems and controls: Jupiter, Conflict Check, TOP and SWIFT.
• Ensure regulatory and policy requirements are followed across the CES portfolio.
• Deliver services within the CES portfolio including Jupiter opportunity management, Conflict check creation and conditions management, TOP setup and WBS code setup.
• Possess good knowledge of operational processes and principles.
• Deliver against personal KPI and SLA targets.
• Collaborate within a diverse team to meet goals.
• Engage with initiatives like CSI, Performance & Development and Engagement.
• Communicate clearly with stakeholders across the department.

Skills

Research skills

Analytical thinking

Communication skills

Collaboration

Organization

MS Office / Microsoft products

AI tools familiarity

Financial services experience

Job description

Our sharp, analytical minds are relied upon to ensure that Deloitte operates safely in an increasingly complex regulatory environment. Are you up to the challenge?

As one of the firm’s Enabling Functions, QRS Services provides specialist support to the business. Across QRS we bring together highly skilled, knowledgeable and experienced professionals to support the smooth running of our firm. As an enabling function, QRS Services will work alongside other enabling functions under EBS to provide services to the Firm. Operating in highly regulated environment, Deloitte is required to ensure the Firm, as well as our Partners and staff, are able to engage with clients without risk of conflict of interest, complying with Anti-money laundering legislation and financial reporting standards.

The Client & Engagement set-up (CES) function within QRS Services supports the business by ensuring the accurate setup of records throughout the entire Take-on lifecycle. This encompasses critical processes such as Jupiter opportunity management, Conflict Check, TOP, and WBS code setup in SWIFT.

Leveraging extensive knowledge of systems, best practices, and policy compliance, the CES function helps the business complete Take-on procedures efficiently and accurately. CES sits alongside Conflicts and CDD form a collective Client & Engagement Acceptance function.

Connect to your career at Deloitte

Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.

What brings us all together at Deloitte?It’show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, we lead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost .

Connect to your opportunity

As an Assistant within CES, you will be responsible for delivering exceptional quality work to the UK business, supporting your colleagues and your People Leader to ensure we meet business expectations and requirements. Activities will include:

• Possessing good knowledge of the systems and controls CES operates with, namely Jupiter, Conflict Check, TOP and SWIFT
• Ensuring regulatory and policy requirements are adhered to across the CES service portfolio
• Delivering the services within the CES portfolio including but not limited to Jupiter opportunity management, Conflict check creation and conditions management, TOP set-up and WBS code set-up
• Possessing good knowledge of operational processes and principles
• Delivering against personal KPI and SLA targets
• Working collaboratively within a diverse team to deliver against goals
• Actively engage with frameworks and initiatives like CSI (Continuous Service Improvement), Performance & Development and Engagement
• Communicate clearly and effectively with stakeholders, requestors and your colleagues across the department

Connect to your skills and professional experience

You should be a natural at taking initiative. Someone who always seeks learning opportunities and continuously contributes to the team. You’ll deliver services without compromising standards, integrity or culture. We’ll provide the guidance and support you need to allow you to excel in your role. Successful applicants will have:

• Excellent research and analysis skills combined with good judgement and effective decision-making capability
• Strong communication skills with the ability to explain requirements to our internal customers
• Able to collaborate effectively with colleagues across varied locations
• Strong organisation skills with the ability to manage your own workload and deliver services to tight deadlines whilst managing customer expectations
• Confidence with Microsoft products and general application usage, including using AI tools where appropriate
• Experience within a professional/financial services, global business service, project support or administrative support environment is preferred, but not essential

Connect to your business - Enabling Functions

Collaboration is central to everything we do at Deloitte. From IT to HR, marketing and more, our teams help to support the wider business in everything they do. Bringing your individual skills and specialist knowledge, you can make a far-reaching impact. Come join us.

Central business services

We deliver world-class business support services for our people, our clients and our firm. From HR services, technology and digital support and pensions to facilities management, and more - together we are a true enabler for better business.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.

Connect with your colleagues

"The amount of investment in me in terms of training and development has been incredible - it has undoubtedly helped me to progress my career."Jim, Enabling Functions

"Deloitte’s a large, complex and fast-paced organization but it’s open to new ideas. Everyone is encouraged to show initiative and challenge the norm.”-Lisa, Enabling Functions

Our hybrid working policy

You’ll be based in Cardiff with hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. That’s why we’ll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you’ll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You’ll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.

Our commitment to you

Making an impact is more than just what we do: it’s why we’re here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So we’re nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we’ll take your wellbeing seriously, too. Because it’s only when you’re comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we’ll make sure it never stops growing. Whether it’s from the complex work you do, or the people you collaborate with, you’ll learn every day. Through world-class development, you’ll gain invaluable technical and personal skills. Whatever your level, you’ll learn how to lead.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you’ll experience a purpose you can believe in and an impact you can see. You’ll be free to bring your true self to work every day. And you’ll never stop growing, whatever your level.

Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers