Client Implementation Expert

5 days ago

Mysore, Karnataka, India beBeeSpecialist Full time ₹ 9,00,000 - ₹ 12,00,000

Job Overview

We are seeking a highly skilled and experienced professional to join our team as an Onboarding Specialist. As part of this role, you will be responsible for onboarding new clients onto our platform, scoping their requirements, and integrating with their OMS.

Key Responsibilities:

  • Strong understanding of transaction management and security master capture across different asset classes, reference data management and asset servicing.
  • Onboarding clients by scoping, integrating with clients OMS and establishing workflows.
  • Evaluating, mapping, and integrating new and existing data vendors with the client platform.
  • Handling end-to-end onboarding of new clients; gathering requirements and showcasing our capabilities clearly.
  • Managing stakeholders' expectations; being proactive in identifying their needs, articulating the scope of the offering, escalating issues in a timely manner, and showcasing persuasiveness in bringing about changes.
  • Working with various teams like project management & sales teams to understand and gather scope requirement.
  • Learn and enhance knowledge on complete Client platform/industry, not restricted to current area of expertise.
  • Perform various activities like data gathering, GAP analysis, Mapping, Data transformation, Loading and reconciliation, BAU activities setup, Client parallel support etc in Client platform as a part of client implementation.
  • Work with technology teams as needed, by assisting in special projects, developing bespoke reports, developing specifications, product implementation and UAT.

Requirements:

  • 2-5 years of experience working in the Middle office coupled with in-depth domain / finance knowledge.
  • Intricate understanding and experience of handling various vendor implementations into the Client platform.
  • An in-depth understanding of the various stages of the trade life-cycle (Listed & OTC).
  • Working knowledge of various vendors like Bloomberg, Reuters, Markit etc.
  • Experience in integration with different trade execution systems.
  • Strong analytical skills, problem-solving skills and attention to detail.
  • Proven track-record of handling projects and improving processes.
  • Strong interpersonal skills with a collaborative attitude.
  • Effective oral/written communications skills.
  • Ability to work under pressure and take on additional operational tasks.
  • Proficient in Microsoft Office applications especially MS Excel.
  • Hands on experience with VBA macros / Python will be a big plus.

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