Lead Expert

As a CCS Operations Officer, you will support the end-to-end operational management of client onboarding and lifecycle requests for strategic and target GBIS client’s portfolio, with a primary focus on Asset Managers, Hedge Funds, Pension Funds, Financial Sponsors, and Asset Management arms of Banks and Insurers.

You will be responsible for initiating, coordinating and monitoring onboarding and client lifecycle activities across multiple operational streams, including KYC, Regulatory, Tax, Legal, Credit and operational setups.

Acting as a key operational facilitator, you will ensure transparency of requests, proactively manage dependencies and contribute to the delivery of a excellent client experience.

Key Responsibilities:

You will be assigned a portfolio of clients and be responsible for the following tasks:

·        Initiate and coordinate client onboarding requests across KYC, Regulatory, Tax, Legal, Credit and operational setup streams.

·        Perform client outreach and ensure accurate, timely communication to clients on the entire onboarding process.

·        Ensure client requests are accurately understood, documented, prioritized and routed to the appropriate teams.

·        Monitor and coordinate onboarding pipelines and proactively follow up on pending actions to support timely completion and readiness to trade with the support of CLM onshore when required.

·        Identify opportunities to improve onboarding efficiency, transparency and service quality.

·        Contribute to initiatives aimed at enhancing data quality, operational controls and client experience.

·        Maintain excellent relationship with the client.