First Line Client Specialist - Global Investor Sales First Line Client Specialist - Global Investor  …

in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
First Line Client Specialist - Global Investor Sales
  • Proactively support sales to manage the 'First Line of Defence'
  • Ensuring post-trade processes are managed efficiently and effectively such as:
    • Prompt resolution of booking issues causing operational issues
    • Prompt resolution of settlement issues and margin disputes etc.,
  • Monitoring of the desks first line controls such as:
    • Minimizing credit line breaches
    • Ensure credit facilities are sufficient and maintained to support trading
    • Act as a point of escalation and own resolution of operational issues between sales and support functions
    • Diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery
    • Proactively mitigating client impact whilst enhancing the client experience
  • Ensuring client set-up is accurate and right first time:
    • eComm, Risk or Operational Platforms
  • Client On-boarding and maintenance:
    • Ensure new clients or client accounts are requested, prioritised and set-up in a timely fashion
    • Prompt escalation and resolution of client issues

Knowledge Experience:
  • 1-2 years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or,
  • Understanding of Markets Products or Financial Degree
  • Some experience working in a financial organization may help

  • Bachelor's degree (or equivalent)

  • Proficient with Microsoft Office, Bloomberg or credit risk and settlement system
  • Excellent interpersonal and communication skills
  • Superior quantitative / problem-solving skills
  • Some knowledge of the products, clients and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help.
  • Good understanding of Client Marketing needs

  • Self-motivated, innovative, results-oriented individual
  • Highly organized individual with special attention to detail
  • Strong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given time
  • Ability to work effectively both individually and within a team environment, and to interact professionally with other departments

Job Family Group:
Institutional Sales

Job Family:
Client Development

Time Type:

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