Senior Associate - Client Referential Data

Responsibilities

• Successful completion of account openings, modification & closure as per the client AOF
• Setting up the client FX standing instruction set up and maintenance where required
• Ensuring the client static are setup ( SWIFT, Internal sites, External Parties) and maintained as per the client needs
• Addressing the client queries by liaising with various internal and external parties
• Liaising with various IT for any system feed issues and follow up until it is resolved

• To demonstrate a client service ethic in all work produced and in all client interactions
• Identifying or adapting implemented process change or projects and will apply all existing procedures including the completion of all checklists
• To respond to all queries by other teams or clients as per SLA
• Maintain communication to clients and front facing staff where necessary to ensure there is sufficient up to date knowledge in respect of any changes in regulation or policy and procedures
• Effectively delegating work and supervising the work effectively
• Updating KPI, MIS, SOP, SLA & facilitating the training for associate
• Able to multitask and keep calm under pressure
• Participate to projects whenever needed and to the tasks that may deemed necessary to continue the growth and development of the Organization
• Ability to make difficult decisions quickly and confidently, and will actively involve others in situations where decisions affect them.

• Technical Capabilities Macro VBA, MS Office
• Organizational Skills - Ability to identify and set priorities, plan and effectively allocate appropriate resources.
• Stress Management - Ability to work well under pressure or opposition, while maintaining effectiveness and self-control in the midst of any one or combination of stressors, including emotional strain, ambiguity, risk to self and fatigue.

Other/Specific Qualifications

• Certification in Capital market
• Certification in MS Excel / VBA
• Knowledge of the key functional areas in Investment Banking processes, systems and organization is a plus