Client Transition Specialist (Prime Brokerage | Up to $8k)

The Opportunity

• Adecco is partnering with a leading bank to look for a Client Onboarding & Transition Specialist (Investment Banking |Prime Brokerage)
• Starts off as a 12 months contract

The Talent

• 3-5 years of client servicing/client interaction/client transition experience in an investment banking/prime brokerage capacity
• Strong prior experience in internal relationship management and cross departmental communication
• An understanding of Prime Brokerage would be an advantage
• Possess excellent communication skills (both verbal and written). A service mentality is pivotal to the role to ensure a culture of client focus
• Strong project and data management skills is highly preferable
• Strong desktop PC skills incl. a good knowledge of Microsoft package
• Good negotiation skills

Responsibilities

• Manage client expectations between the bank's capabilities and client requirements
• Lead weekly stakeholder call, providing updates from a Transition front as and when required.
• Manage and Prioritise the Transition Pipeline of APAC clients with the business team.
• Manage the delivery of Client/Sales requests through KYC, Credit, Legal, IT and Operations teams.
• Define Client Requirements with Prime Brokerage and Local Market Sales teams e.g. ecommerce trading access, reporting requirements, relevant client clearing, execution & other relevant docs, commission rates, delivery dates
• Manage and coordinate Legal, Credit and Compliance sign offs in respective on-boarding systemManage account opening, static set up and training with Client Services and e-Commerce teams
• Visit clients with relevant Sales & Client Services to review the service offering
• Liaise directly with Sales teams and Clients to define and deliver new Reporting requirements e.g. new or amended reports on reporting platform or via FTP, new reporting processes
• Provide MIS reporting, highlights to Business on a monthly basis on the progress of pipeline opportunities
• Additional Responsibilities & Functions:
• Account Set-Up (confirmation of client details and coordinate account set up)
• Liase with e-commerce team and transition support for IT coordination
• Extend relationship in respective onboarding system

Next steps

• Drop your resume and contact us to follow-up, or send your resume to cecilia.sim@adecco.com
• Email Topic: Apply Client Transition Specialist (Investment Banking|Prime Brokerage)

Cecilia Sim Xin Yang

EA License No: 91C2918
Personnel Registration Number: R22105099