Associate, Client Activation II

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Your new role 

Department Overview:
The EMEA Global Client Activation (GCA) team, part of our Enterprise Operations Utilities group, is responsible for opening and amending accounts and markets for all our clients and investment managers across EMEA.
The team in EMEA is made up of over 50 individuals based in Manchester, Wroclaw, and Brussels in addition to colleagues in Singapore and the US. We liaise with Clients, Investment Managers, Relationship Managers, Credit Risk, Contracts, KYC and many other internal stakeholders as part of the onboarding and trade lifecycle. We play a critical role in our clients’ experience through our daily interactions and ensuring our client’s activities are taken care of accurately and timely in respect of their account and market setups.

Overview of the role
You will be working in our team of Account & Market Activation Specialists primarily based in Manchester with an assigned client base. You will oversee and coordinate your clients account and market activation activities, assist in day-to-day queries in relation to the products, services and global markets we offer to our clients, and adhere to service level agreements in a highly regulated environment.
In this role, you’ll make an impact in the following ways:

• Take full responsibility for a client base and act as the link between the client / RM and the various operational areas of the firm.
• Act as the lead point of contact on behalf of Client Activation when working directly with clients to execute on their account and market initiatives e.g asset conversions, mergers/acquisitions, name/address changes, new fund launches.
• Interpret client instructions and assist in the completion of necessary documentation to ensure that the static data is accurately set up on all proprietary systems.
• Conduct an in-depth regular reviews of all outstanding items ensuring activities are completed in accordance with service level agreements.
• Build and maintain excellent client relationships to provide a best-in-class client experience and help grow the department and client business.
• Develop a full understanding of an individual client’s structure and requirements to ensure a tailored service when engaging with clients around their account and market setups.
• Use and expand knowledge of the products, services and global markets offered to our clients to simplify the understanding and setup process for our clients.
• Maintains an awareness of ongoing global projects with the potential to impact the group, engages in those with a potential to impact our role and uses that knowledge in co-ordinating and leading business change.

What you'll need to succeed 

To be successful in this role, we’re seeking the following:
Essential skills/qualifications

1. Proven organisation and prioritisation skills with ability to manage self to meet tight deadlines.
2. Attention to detail.
3. Strong client service skills.
4. Ability to understand and to change.
5. Proactive and uses initiative
6. Fluent English spoken and written (min B2 level)

Preferred skills/qualifications

1. Strong digital and IT skills, including MS Excel
2. Previous experience of managing multiple, high-volume tasks.
3. Flexibility.
4. Financial services experience
5. Ability to understand complexities.

What you'll get in return 

Our offer:

• Full time contract of employment
• City Centre locations close to main railway station and flexible working arrangements
• Flexible benefits package, including life and medical insurance, health screening,
  fitness discount programme, employee assistance program
• Award-winning Wellbeing Program supporting you with your unique health and wellbeing needs
• Pension scheme
• Parental buddy programme
• Exciting opportunities for career and global mobility
• Diverse and inclusive environment
• Employee Referral Program
• Recognition programmes
• A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs)

What you need to do now 

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

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