Associate, Client Services - New York
- Employer
- Finance Network
- Location
- New York, USA
- Salary
- competitive
- Posted
- Feb 19, 2021
- Closes
- Mar 21, 2021
- Ref
- 10305193
- Job Function
- Operations
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
The Associate will be responsible for:
-Onboarding of new clients and trading counterparties;
-Ongoing client and counterparty relationship management (ie: responding to queries, requests for information etc);
-Performing client/counterparty due diligence via analysis and research of internal and external data;
-Managing existing relationships with key stakeholders across the firm's various lines of business;
-Coordinating with Accounting, Compliance, Credit, Legal, Operations and Sales for all account set-ups and ad-hoc queries;
-Production, review and validation of all client reporting;
-Assisting in/leading project-driven initiatives relating to onboarding processes and systems.
The successful candidate should possess:
-3+ years' relevant client and counterparty services experience with an asset manager, bank or fund;
-Experience in compliance (ie: KYC), credit risk, due diligence, legal and/or operations all considered;
-Familiarity with legal documentation (ie: ISDA) required;
-Broad working knowledge of Credit, Debt, Equity, FX, Futures/Options and Derivative products;
-Outstanding communication, relationship management and presentation skills;
-Strong academic pedigree from a top school required, Masters preferred.
-Professional certification, ie CFA preferred.
Highly competitive compensation including base + bonus is on offer.
For a more detailed discussion in confidence, please apply with your resume.
-Onboarding of new clients and trading counterparties;
-Ongoing client and counterparty relationship management (ie: responding to queries, requests for information etc);
-Performing client/counterparty due diligence via analysis and research of internal and external data;
-Managing existing relationships with key stakeholders across the firm's various lines of business;
-Coordinating with Accounting, Compliance, Credit, Legal, Operations and Sales for all account set-ups and ad-hoc queries;
-Production, review and validation of all client reporting;
-Assisting in/leading project-driven initiatives relating to onboarding processes and systems.
The successful candidate should possess:
-3+ years' relevant client and counterparty services experience with an asset manager, bank or fund;
-Experience in compliance (ie: KYC), credit risk, due diligence, legal and/or operations all considered;
-Familiarity with legal documentation (ie: ISDA) required;
-Broad working knowledge of Credit, Debt, Equity, FX, Futures/Options and Derivative products;
-Outstanding communication, relationship management and presentation skills;
-Strong academic pedigree from a top school required, Masters preferred.
-Professional certification, ie CFA preferred.
Highly competitive compensation including base + bonus is on offer.
For a more detailed discussion in confidence, please apply with your resume.