As a Market Transition Associate within the Markets Transition team, you will work closely with Corporate and Investment Bank Markets Sales, Trading, clients, and internal partners to prepare clients to trade Markets products. You will manage incoming onboarding requests, assess and relay requirements, and coordinate with Reference Data, Know Your Client, Accounts, Credit, Legal, and Operations teams to ensure the client is onboarded seamlessly and ready to trade within the targeted timeframe. The goal is to deliver an excellent client experience in line with the needs and objectives of the client, Corporate Investment Bank Markets business, and Digital Client Service organizations. The team operates globally, supporting clients and Corporate and Investment Bank Markets business in the United States, Europe, and Asia Pacific regions.
Job Responsibilities: Establish and maintain relationships with senior-level client contacts. Ensure that client requirements are delivered accurately and with a sense of urgency. Lead the onboarding deal team to deliver the firm in an integrated and seamless way to our clients during the onboarding process.
Manage a diverse client base including Asset Managers, Pension Funds, Alternatives, and Banks, providing each client an excellent onboarding experience while working in a fast-paced, multi-asset class, and evolving environment while adhering to controls and transparency requirements.
Direct delivery of a client onboarding through go-live. Proactively provide updates to our clients and internal stakeholders on transition status. Host client calls, manage the agenda, and execute follow-up points. Serve as the initial point of escalation internally and for our clients, showing the ability to self-solve and question the status quo.
Build strong relationships with internal partners, e.g., Trading, Sales, Credit, Legal, Reference Data, Know Your Client, and Operations teams to establish a transparent, controlled, and efficient environment and facilitate the achievement of "best in class" onboarding service.
Required qualifications, capabilities, and skills: Minimum of three years of experience in a client-facing role within the financial services industry.Excellent client & stakeholder communication and relationship-building skills.Strong understanding of the institutional client landscape, with insight into the markets trading products utilized in client strategies.Ability to manage large client pipelines, host client meetings, and correspond with senior partners internally and at the client.Strong problem-solving capabilities, ability to listen to client requirements, prescribe a path forward, anticipate potential issues, and seek to mitigate/escalate potential issues as appropriate.Excellent project management, organizational, and time management skills.Results-focused, ability to manage a high volume of requests in a dynamic operating environment.Ability to navigate diverse process flows and data sets and drive process enhancements.Proficient in Microsoft Office applications (Excel, Word, PowerPoint).Preferred qualifications, capabilities, and skills: Experience designing technology enhancements and use of business analytic/automation tools.Business Analytics experience and/or proficiency with data management tools, e.g., Python, Alteryx, Tableau, QlikView.
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