Global Markets Operations Specialist II

Global Markets Operations Dedicated Onboarding Specialist

The Global Markets Operations team within Commercial Operations supports Middle and Back Office functions across a range of Listed and Over-The-Counter ('OTC') derivative products. Within Global Markets Operations, the Derivative Client Support team, which includes the Client Onboarding team, manages all facets of onboarding, setup, and static data within the various operating systems which we support. All documentation, updates, system changes, and maintenance related to clients are managed by the Client Onboarding team. As a registered Swap Dealer, the Onboarding function is heavily monitored for accuracy and completeness, and this role will be expected to uphold and adhere to extensive guidelines around those onboarding requirements.

This role is primarily responsible for supporting the onboarding process for new clients to the Global Markets desk. The right candidate will be dedicated to the client experience and the overall efficacy of the onboarding process. Experience with derivative products is desired, and the candidate should be comfortable navigating the team's main applications, which include Salesforce, DocuSign, ION's Wall Street Systems, and Calypso. Beyond this, a working knowledge of Dodd Frank requirements related to Swap Dealer business will be essential to colleague success. Direct and frequent client interaction will be a significant component of the role, managing documentation and onboarding portal walkthroughs regularly. In addition, the colleague will be expected to manage priority requests, which will require a high level of attention to detail and superior customer service. The candidate will also be responsible for managing the static data entry of client details as part of the onboarding process. Lastly, there will be a need to periodically produce reporting of productivity, quality, and other ad hoc requirements in an accurate and timely manner.

Primary responsibilities include

• Outstanding client service and support throughout the onboarding process
• Daily walkthroughs of onboarding documentation and Salesforce portal access
• Regular direct interactions with Customers, Middle Office, Collateral Management, PM / RM teams, Client Services, Sales, Risk Management, Compliance, and other business partners
• Identify and implement opportunities for process re-engineering and automation
• Daily independent workload management and processing of client requests
• Documentation review and execution

Qualifications, Education, Certifications and / or Other Professional Credentials

Hours & Work Schedule