• Competitive
  • Raleigh, NC, USA
  • Permanent, Full time
  • Credit Suisse -
  • 19 Jun 19

Securities Client Management Analyst # 133807

We Offer
  • Single point of escalation for assigned clients, responsible for overseeing daily completion of client aligned tasks
  • Proactive co-ordination with enhanced settlements functions & allocations reps to ensure timely resolution of exceptions, timely response to email queries, and timely escalation
  • Ensure root cause analysis on failed trades is understood to help identify the source of issues and any recurring issues
  • Review and analysis of large datasets to identify client trends, and generation of meaningful MI to be included in Senior Management reporting packs
  • Assist with ongoing education of the settlements team, providing insight into processing issues to manage improvements to processes and procedures performed by the settlements teams.
  • Manage escalations from internal partners, and provide focus and escalation for assigned client to help increase STP rates and overall settlement efficiency
  • Partner with Global Market Operations to provide feedback on client performance
  • Focused review of work driver metrics and KRI reporting to see opportunities for improved STP and reduction of operational risk

Credit Suisse maintains a Working Flexibility Policy, subject to the terms as set forth in the Credit Suisse United States Employment Handbook.

You Offer
  • You have the ability to multitask, prioritize, complete checklists whilst working to strict deadlines is an essential requirement.
  • Ambitious individual that can work on own initiative and deliver on time whilst also being a team player.
  • A pro-active approach is expected that will challenge processes whilst working with the business providing a quality customer service daily.
  • You have deep knowledge of Cash Security Settlements and Cash Equities
  • You have proven ability of continuous identification of and drive to improve processes and procedures
  • You have demonstrated ability to operate as central point of escalation both into and out of the department
  • You have demonstrated ability to take ownership and accountability for actions and decisions by self and on-behalf of the wider team
  • You have the ability to establish, foster and evolve partnerships with stakeholders