Prime Client Services
Prime Client Services Associate
Key Responsibilities:
- Assist with trade-related activities, including booking, confirmation, and settlement. Work closely with internal teams to ensure accurate and efficient trade execution and resolve any trade-related issues.
- Serve as the primary contact for prime services clients, understanding their needs and providing tailored support. Address client inquiries, concerns, and requests promptly and professionally.
- Monitor client portfolios and transactions to identify and mitigate potential risks or compliance issues. Collaborate with risk management and compliance teams to ensure adherence to regulatory guidelines and internal policies.
- Oversee the on boarding process for new clients, ensuring a seamless transition and timely account setup. Coordinate with internal teams to gather necessary documentation, complete checks, and ensure regulatory compliance.
- Provide training and education to clients on the prime services platform, tools, and functionalities. Help clients optimise their use of available services and resources to meet their objectives.
- Prepare and distribute regular client reports, such as trade activity summaries and portfolio performance reports. Ensure reports are accurate and delivered on time to meet client expectations.
Requirements:
- A bachelor's degree in finance, economics, business, or a related field.
- 1-2 years of experience in client services, prime services, investment banking, or a related area.
- Strong interpersonal and communication skills to engage effectively with clients and build robust relationships.
- Detail-oriented with excellent organisational skills to manage multiple client accounts and tasks simultaneously.
- Problem-solving abilities to analyse and resolve client issues efficiently.
- Proficiency in programming and the Microsoft Office suite.
- Ability to work effectively in a fast-paced and dynamic environment, both independently and as part of a team.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
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