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Investment Banking - Client Support Manager |
|---|
Banking and Finance - Banking Operations |
in London City |
| Job Title: Client Support Manager
Division: Operations Middle Office Reporting to: Head of Middle Office Roles Reporting to this Position: Client Support Administrator Purpose of Role: To facilitate the transition of new third party foreign exchange clients by managing the set up of operational flows. To manage existing client relationships from an operational perspective, monitoring service levels, exploring potential to cross-sell Global link products and understanding operational requirements both at a client level and how it impacts the operational units. To provide first hand operational support to the Foreign Exchange Sales Traders Specific Duties: 1. Manage and develop client relationships. 2. Manage the introduction of new business from an operational perspective. 3. Conduct “Health Check” meetings with clients to review business. 4. Build rapport with the client base and SSGM marketing and sales teams. 5. Support the Head of Middle Office by creating and updating client profiles, noting operational procedures and detailing key information on the relationship and interactions between the client and SSGM. 6. Measure client service by utilising a process of report cards and ensure clients are reviewed periodically dependent upon priority. 7. Identify opportunities by which business could be improved/increased by enhancing operational flows. 8. Attend internal meetings with the view to communicate status and ideas of ways to increase client satisfaction, enhance client relationships, encourage clients to trade more actively with SSGM, and resolve operational difficulties. 9. Recommend improvements to SSGM operational processes that would result in reducing risk/costs to the operation department, increase efficiency and provide greater client satisfaction. 10. Provide day-to-day trader support with account openings and general trade issues. Work Parameters or Boundaries (e.g. IMRO, SFA, Internal Procedures): PERSON SPECIFICATION Specific Qualifications/Skills: Strong client management skills Strong oral and written communication skills Excellent man-management /supervisory skills Advanced understanding of spreadsheet technology and Microsoft applications Level of Education: Educated to A level standard or equivalent Previous Level of Experience: At least 5 years experience gained from either a Treasury or Custody background Thorough understanding of the investment process from both a treasury and custody viewpoint. Skills - interpersonal, numerical, problem-solving, analytical, etc Disposition - motivation, team skills, ability to work under pressure, etc Good initiative Able to work independently as well as part of a team Ability to work under pressure and to tight deadlines Excellent communication and follow up skills |
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