Client Operations Expert
1 week ago
About this Role:
We are seeking an experienced Equity Client Operations Specialist to assume responsibility for monitoring unmatched trades, reviewing and monitoring risk reports, maintaining accurate static data, and fostering strong relationships with clients through day-to-day interactions.
Key Responsibilities:
- Monitor and resolve unmatched trades in a timely manner
- Manage various queries from clients and sales traders
- Review and monitor risk reports, ensuring exception items are cleaned up
- Maintain up-to-date and accurate static data
- Foster strong client relationships through regular interactions
Essential Skills and Qualifications:
- Broad understanding of investment products and instruments
- Excellent verbal and written communication skills
- Organizational skills
- Attention to detail, problem-solving skills, and sound judgment
- Risk awareness and orientation
- Prioritization and time management skills
Desirable Skills:
- Trade Life Cycle, Trade settlements, Trade Pre-Matching, knowledge on trade confirmations like CTM matching
- Alteryx, Power BI
-
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