Audit Confirmation Client Services Eu

3 weeks ago

Mumbai, India Riverforest Connections Full time

**Audit Confirmation Client Services EU - Global Bank Shared Services**

**Position Purpose**
- Within the Global Markets Client Management division of the company, the EMEA Global Markets Client Service Technical Support team's objective is to provide our clients with a top of the range service (valuation reports, event notifications, factsheet) and ensure a dedicated follow up of their products.
- Working closely with the different Global Market teams ( Sales, Business manager - Middle and Back Office, etc ), m tier ( GECD and FI ) and products ( Equity, Commodities, Credit, FX and Interest Rate derivatives, etc ), the EMEA Global Markets Client Service Technical Support engages all level of management internally in developing operational efficiency to advance the firm to firm relationship.
- Overall, through a dedicated operational relationship and a single point of contact, the team is responsible for the client satisfaction on any Post trade services.
- The job holder will be responsible for the day to day management of the team, ensure quality standards are maintained and exceeded. Reaching Operational excellence is expected for this role. The job holder will also have good technical skills and be able to problem solve and trouble shoot incidents and find appropriate workarounds

**Technical skills**
- Office pack including Advanced Excel
- Access
- VBA
- Strong appetite for IT systems

**Skills Required**:
Derivatives, OTC Derivatives, Access, VBA, IT Systems, Crystal report

**Location**

Mumbai / Chennai

**Roles & Responsibilities**

**Audit Confirmation Client Services EU - Global Bank Shared Services**

**Manage client queries**
- Ensure any request relating to factsheet is answered in a timely manner, in accordance with the procedure.
- Help Clients navigate the Bank.
- Ensure escalation of any incident to Operations Client Relationship Managers (OCRMs) and local management
- Ensure quality of service is commensurate with clients' importance for the bank. Tier1 client must be given very special attention.

**Ensure Operational efficiency**
- Ensure Factsheets production and distribution on a daily basis.
- Create new factsheets according to business or clients? needs by using internal IT tools (Crystal report, VBA)
- Maintain, enhance and develop relevant related operational policies and processes. Update or create procedures accordingly.
- Propose and / or sponsor improvements leading to productivity gains or to increased reliability/security.
- Ensure developments/improvements you are responsible for are properly done, within the timeframe formerly agreed, and communicated to the team.
- Build and maintain close and healthy relationship with internal services/data providers.
- Share and disseminate best practices among all Client Services teams.
- To be a reference in terms of automation and productivity gains

**Achieve Client Satisfaction**
- Advocate for client while upholding bank policy and industry regulation
- Build and maintain close and healthy relationship with internal Sales and make sure to get a clear understanding of their clients? needs. Adjust services accordingly, in accordance with the manager.
- Maintain high standard of relationship.

**Operational risk management**
- Ensure a yearly review with legal to update disclaimers if necessary.
- Maintain the incident database and declare IMS incident > 15000 / 20000
- Ensure the quality and accuracy of any document sent to the client.
- Monitor potential risk such as legal, compliance and reputation
- More generally, always report to management identified potential risk

**Education/Qualification**

Graduate / Post Graduate - Accounting, Business Management, Commerce, Finance, Certifications in derivatives

**Desirable Skills**

Compliance, Banking Knowledge, Mortgage Closing, Document Management, Coordination, external relationship management,

**Years Of Experience**

1 to 5 Years

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