Client Services Representative
About the role
Daily Responsibilities :
- Efficient and accurate processing of client trades including repair, validation and manual input.
- Efficient and accurate processing of client cancellations/corrections.
- Leverage your technical skills to optimize and automate operating procedures that ensure the accuracy, timeliness and completeness of all processes.
- Contributes to environment of continuous improvement that assesses workflow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the department.
- Follows preset procedures ensuring compliance with applicable regulatory requirements as well as corporate audit and risk management requirements.
- Contributes to satisfactory results in all internal & external audits.
- Display work ethics that fosters team spirit and a respectable workplace.
- Assist others in the team during high volume periods and staff shortage.
- Collaborate with management decisions and discretions that are required to mitigate risks.
- Ensure sufficient cross-training plans are in place and achieved for sufficient coverage during unexpected FTE shortage within and outside the team.
- Knowledge and “client exception” sharing to ensure proper coverage at all times.
- Support and adopt to new initiatives.
What program/technology/software knowledge is essential for this role?
Very strong computer skills, including Microsoft Office applications (MS Word/Excel/ PowerPoint / Power BI.
Must-have Skills :
- 2-4 years of relevant work experience.
- Solid knowledge of Trade Processing principles.
- Very strong computer skills, including Microsoft Office applications (MS Word/Excel/ PowerPoint / Power BI).
- Excellent communications skills, both verbal and written.
- Analytical and detail-oriented qualities.
- Ability to work under pressure and meet very strict deadlines.
- Ability to multitask and ensure accuracy/efficiency
Nice-to-have Skills:
- Experience in the financial services industry.
- Experience with macros and VBA development.
- Certified designations such as CPA, CFA, LSS Black Belt, etc.
Soft Skills :
- Very strong computer skills.
- Excellent communication skills, both verbal and written.
- Analytical and detail-oriented qualities.
- Ability to work under pressure and meet very strict deadlines.
- Ability to multitask and ensure accuracy/efficiency.
About Finance Professionals Inc.
WHO WE ARE
We are a specialist FinTech and Financial Services recruitment consultancy. We have been helping clients attract, hire and retain staff across all areas from technology to finance. By being specialists in our sectors, we are able to use our deep and active network of professionals to quickly match the best people with great permanent and contract job opportunities.
WHAT WE DO:
We deliberately work on a small number of assignments allowing us the time to deeply search for talent for your business. By partnering with an excellent client base including Banks, Financial Services Firms, FinTech companies at various stages and established multinationals, we are able to present compelling career opportunities to industry professionals.
SECTORS WE WORK IN: -FinTech -Infrastructure -Financial Systems -Banking & Securities -Wealth Management & Advisory -Fund Management -Fund Services -Payment Services -Financial Services -Insurance -Real Estate Investment Trusts -Real Estate Development -Construction Finance and Private Equity
SKILLS WE PLACE: -Accounting & Finance -Banking Operations & Middle Office -Risk & Compliance -Fund Accounting -PMO -Business Analysts -IT Manager -Cloud Professionals -DBA -Data Specialists -Design -QA & Testing -Developers
Client Services Representative
About the role
Daily Responsibilities :
- Efficient and accurate processing of client trades including repair, validation and manual input.
- Efficient and accurate processing of client cancellations/corrections.
- Leverage your technical skills to optimize and automate operating procedures that ensure the accuracy, timeliness and completeness of all processes.
- Contributes to environment of continuous improvement that assesses workflow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the department.
- Follows preset procedures ensuring compliance with applicable regulatory requirements as well as corporate audit and risk management requirements.
- Contributes to satisfactory results in all internal & external audits.
- Display work ethics that fosters team spirit and a respectable workplace.
- Assist others in the team during high volume periods and staff shortage.
- Collaborate with management decisions and discretions that are required to mitigate risks.
- Ensure sufficient cross-training plans are in place and achieved for sufficient coverage during unexpected FTE shortage within and outside the team.
- Knowledge and “client exception” sharing to ensure proper coverage at all times.
- Support and adopt to new initiatives.
What program/technology/software knowledge is essential for this role?
Very strong computer skills, including Microsoft Office applications (MS Word/Excel/ PowerPoint / Power BI.
Must-have Skills :
- 2-4 years of relevant work experience.
- Solid knowledge of Trade Processing principles.
- Very strong computer skills, including Microsoft Office applications (MS Word/Excel/ PowerPoint / Power BI).
- Excellent communications skills, both verbal and written.
- Analytical and detail-oriented qualities.
- Ability to work under pressure and meet very strict deadlines.
- Ability to multitask and ensure accuracy/efficiency
Nice-to-have Skills:
- Experience in the financial services industry.
- Experience with macros and VBA development.
- Certified designations such as CPA, CFA, LSS Black Belt, etc.
Soft Skills :
- Very strong computer skills.
- Excellent communication skills, both verbal and written.
- Analytical and detail-oriented qualities.
- Ability to work under pressure and meet very strict deadlines.
- Ability to multitask and ensure accuracy/efficiency.
About Finance Professionals Inc.
WHO WE ARE
We are a specialist FinTech and Financial Services recruitment consultancy. We have been helping clients attract, hire and retain staff across all areas from technology to finance. By being specialists in our sectors, we are able to use our deep and active network of professionals to quickly match the best people with great permanent and contract job opportunities.
WHAT WE DO:
We deliberately work on a small number of assignments allowing us the time to deeply search for talent for your business. By partnering with an excellent client base including Banks, Financial Services Firms, FinTech companies at various stages and established multinationals, we are able to present compelling career opportunities to industry professionals.
SECTORS WE WORK IN: -FinTech -Infrastructure -Financial Systems -Banking & Securities -Wealth Management & Advisory -Fund Management -Fund Services -Payment Services -Financial Services -Insurance -Real Estate Investment Trusts -Real Estate Development -Construction Finance and Private Equity
SKILLS WE PLACE: -Accounting & Finance -Banking Operations & Middle Office -Risk & Compliance -Fund Accounting -PMO -Business Analysts -IT Manager -Cloud Professionals -DBA -Data Specialists -Design -QA & Testing -Developers