Client Service Officer/cm Admin
2 months ago
**Client Service Officer/CM Admin**:
**Job ID**:R0311536**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-10-08**Location**:Pune**Position Overview**:
**Job Title
- Client Service Officer/CM Admin**
**Location
- Pune, India**
**Role Description**
Client Implementation is responsible for highly complex client account openings and product set up requests (including new, changing or expanding requirements). Work includes:
- Implementing top-tier solutions for corporate clients and financial institutions Delivering seamless product(s)/service(s) setup and streamlined installation processes in compliance with internal and external policies and regulations
- Monitoring and evaluating product performance and client feedback to generate new product ideas and identify product/service features that need to be changed to meet client needs
- Liaising with other areas of the bank to implement these changes
**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)
- 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**
- Account Opening/Maintenance/closure for various regions in EMEA.
- Prepare and review Tax related -ITRA documentation for Europe markets
- Knowledge of Invoice and billing preparation for clients
- Autobahn implementation and support.
- Client management related admin activities.
- Taking in, examination (HRMP) of client security instructions received via fax, validation of signatures and further processing
- Clarification of unsettled trades pertaining to the client, the counterparty and/or the depository
- Proactive client-specific transmission of information to the client
- Prompt and competent processing of client inquiries via CSS, fax, SWIFT and the telephone
- Prompt and competent clarification of client complaints
- Prompt processing, preparation, forwarding and controlling of client instructions in terms of corporate action instructions under consideration of the deadlines
- Supervision of holdings and instructions in the case of corporate action instructions, including following up on outstanding client instructions and supervising the receipt of missing client instructions
- Processing of rights claims in terms of transactions over the ex-date (RCL)
- Processing of inquiries regarding securities and cash turnover which result out of settlement and capital measures
- Documentation of client communication (Phone call, CSS)
- Supervision and prompt clarification of short positions on the part of the client
- Identification of the need for client visits, their initiation and where necessary, participation
**Your skills and experience**
- Account Opening/Maintenance/closure for various regions in EMEA.
- Prepare and review Tax related -ITRA documentation for Europe markets
- Knowledge of Invoice and billing preparation for clients
- Autobahn implementation and support.
- Client management related admin activities.
- Taking in, examination (HRMP) of client security instructions received via fax, validation of signatures and further processing
- Clarification of unsettled trades pertaining to the client, the counterparty and/or the depository
- Proactive client-specific transmission of information to the client
- Prompt and competent processing of client inquiries via CSS, fax, SWIFT and the telephone
- Prompt and competent clarification of client complaints
- Prompt processing, preparation, forwarding and controlling of client instructions in terms of corporate action instructions under consideration of the deadlines
- Supervision of holdings and instructions in the case of corporate action instructions, including following up on outstanding client instructions and supervising the receipt of missing client instructions
- Processing of rights claims in terms of transactions over the ex-date (RCL)
- Processing of inquiries regarding securities and cash turnover which result out of settlement and capital measures
- Documentation of client communication (Phone call, CSS)
- Supervision and prompt clarification of short positions on the part of the client
**Your skills and experience**
- Knowledge of markets and settlement practices across European markets
- Knowledge of securities operation products, such as OTC settlement, CCP and Xetra settlement, auto-borrowing, DMA, etc.
- Knowledge of the client set-up and the service agreements, including knowledge of the respective terms and conditions
- Prompt reaction to client inquiries within the respective deadlines (see best practice guidelines)
- Oral and written fluency in English/
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