Client Services - Analyst

Job Description

BUSINESS UNIT OVERVIEW Client Regulatory Outreach- Responsible for responding to customer inquiries and resolving problems. Acts as a liaison between institutional sales/traders, clearance/settlement operations and customers. JOB SUMMARY AND RESPONSBILITIES Help the firm navigate through regulatory & business driven change by partnering with multiple divisions including Global Markets, Legal, Compliance and Operations to develop the most effective strategy to help clients navigate the demands of new regulations. Face off to senior stakeholders across the firm and engage with external vendors as you develop and drive each regulation s outreach strategy. Develop a comprehensive understanding of new regulations and articulate how they affect the industry in a way that resonates with our clients. Contribute your ideas and propose new solutions while partnering with Technology to develop the infrastructure to effectively manage through future engagements. Leverage your risk management mind-set to ensure that the processes implemented to engage with clients and solicit data are operationally robust. Help grow the Client Regulatory Outreach team as it evolves as a broader service for the division and the firm. Leverage data analytics to gain insight into clients in order optimize our engagement strategies. BASIC QUALIFICATIONS Bachelor s degree with a minimum of 4-5 years of relevant experience Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills and the ability to effectively manage competing priorities under tight regulatory deadlines. Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail to help influence decisions and outcomes grounded in data. Strong communication skills with the ability to develop relationships and engage senior stakeholders across divisions to communicate clearly and concisely at a time of considerable change Add on experience of working with various BI tools such as Alteryx, Tableau, MS Excel, VBA/Macros & SQL may be helpful. PREFFERED QUALIFICATIONS Previous experience in the Financial Services industry dealing with regulatory change and/or client engagement. Previous experience and/or coursework in data-driven analysis and strategic thinking Leverage data analytics to gain insight into clients in order optimize our engagement strategies. Contribute your ideas and propose new solutions while partnering with Technology to develop the infrastructure to effectively manage through future engagements. Leverage your risk management mind-set to ensure that the processes implemented to engage with clients and solicit data are operationally robust.