Client Offboarding Specialist

1 week 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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