Client Offboarding Specialist

7 days ago

mumbai, India Deutsche Bank Full time
Client Implementation Specialist – TAS - Global
Location: NKP, Goregaon, Mumbai, India
Work Timings: 1:30 PM to 10:30 PM
Role Description
Overview: Business Division
Deutsche Bank’s Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services, and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions.
Overview: Business
CB’s Trust and Agency Services (TAS) team, with offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore, and Tokyo has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets.
It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts.
The successful candidate will be required to cover European working hours supporting the business globally.
Corporate title will depend on the relative experience of candidate.
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
Best in class leave policy
Gender neutral parental leaves
100% reimbursement under childcare assistance benefit (gender neutral)
Flexible working arrangements
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term life Insurance
Complementary Health screening for 35 yrs. and above
Your Key Responsibilities:
Address Client Contact and ACO details requirements of CLM ME team for Managed Exit Outreach.
Enable feedback from ACOs for Business view and approvals for ME files in progress of review.
Work with the TAS business team and other internal stakeholders to understand scope of client selection for client off-boarding from dbCAR and all Downstream Systems (DSS)
Coordinate with each Region in identifying client off-board requirements as per bank’s Operating Procedures and guidelines from time to time.
Work closely with Operations team to check Position & Accounts for all DSS and escalate any open account to TAS business team and get confirmation to close all accounts to move ahead with client off-boarding process meeting defined Service Level Agreement.
Responsible for getting the client inactivation successfully completed working with dbCAR/Operations team to meet monthly expected target for completion.
Address Client Contact and ACO details requirements of CLM ME team for Managed Exit Outreach.
Update CLM Offboard system to reflect the off-boarding lifecycle stages to meet each stage’s SLE timelines.
Reconcile DCMS and dbCAR data using DUCO system as per KOD procedures and send email to Client Services/KYC teams for their action to resolve the breaks to maintain the clients reconciled between dbCAR and DCMS.
Your skills and experience
Desired background: MBA with experience in Financial Services
Proficiency in other MS office tools such as Excel, Word
Excellent verbal and written communication skills
Experience in conducting and driving meetings with senior stakeholders and global teams
A willingness to be flexible to meet changing work priorities and tasks, with an ability to manage a high workload, work independently and plan your work to meet deadlines
An eye for detail, identify data discrepancies and exceptional problem-solving skills
How we’ll support you
Training and development to help you excel in your career
Flexible working to assist you balance your personal priorities
Coaching and support from experts in your team
A culture of continuous learning to aid progression
About us and our teams
Please visit our company website for further information:

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