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Global Banking & Markets - Operations - Client Operations - Analyst

Global Banking & Markets - Operations - Client Operations - Analyst

Spectraforce TechnologiesSalt Lake City, UT, United States
10 days ago
Job type
  • Full-time
Job description

Title : Global Banking & Markets - Operations - Client Operations - Analyst

Duration : 6 months

Location : Salt Lake City, UT, 84111

Job Description :

  • The Franchise New Business Group "FNBG" is the central point of contact for all aspects of client on- boarding / account opening.
  • FNBG team members are aligned with specific sales desks and work closely with sales coverage, legal, credit risk, operations, compliance and clients to ensure an effective and smooth on-boarding process.
  • FNBG team members develop strong relationships with our institutional clients, which include asset managers, corporations, hedge funds and private equity.
  • They are expected to play a key role in client relationship management and understanding dynamic changes in commercial demands of the business as well as grow subject matter expertise in onboarding and regulatory requirements.
  • This is a dynamic, entrepreneurial team with a passion for documentation and the regulatory landscape, with individuals who thrive in fast-paced and changing environments.

Responsibilities :

  • Current focus area : Onboarding of clients to Sponsored repurchase agreements and ancillary documents to allow for Clearing of US treasuries.
  • Owning and driving the onboarding process on behalf of the desk for all client types and products.
  • Use active discussions with Sales and our clients to manage the priority queue.
  • Drive internal and external conversations to facilitate the negotiation of trading agreements : ISDA, MRA, CDEA, and MSFTA.
  • Develop in depth knowledge of all account opening requirements needed such as AML, KYC & product to legal entity alignment.
  • Manage tight deadlines to ensure we meet clients' service level expectations : fund launches, market specific deadlines and trade dates.
  • Provide excellent client service at time of onboarding.
  • Demonstrate a sound appreciation of new business policies, and process enhancements.

    • Qualifications :

  • Minimum of 1-3 of client service / financial institution experience.
  • Strong written and verbal communication skills.
  • Strong organization skills, ability to multi-task, and prioritize projects.
  • Strong attention to detail.
  • Strong client service orientation.
  • General understanding of onboarding, KYC or regulatory requirements.
  • Prior experience in related onboarding functions (e.g. Due Diligence, Agreement negotiation) is preferred.
  • Experience / knowledge with ISDA, MRA and other trading agreements is preferred.

    • Must Haves :

  • Bachelor's Degree.
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    Operation • Salt Lake City, UT, United States

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