Prime Brokerage Sales - VP
Key Responsibilities
- Drive continuous enhancement of client service quality and consistency, ensuring each client interaction reflects the highest standards of professionalism and aligns with our brand promise.
- Integrate a comprehensive understanding of strategic goals to coordinate client service efforts with Sales and Product divisions, creating synergy and amplifying value for corporate objectives.
- Implement and oversee prioritization frameworks for client inquiries, with particular attention to premium clients, guaranteeing timely, transparent, and equitable handling of requests amid competing priorities.
- Lead initiatives to streamline operational workflows, promoting efficiency through automation, process redesign, and best practices that support business-as-usual activities.
- Collaborate intensively with technology and project management teams to influence product development and implementation tailored to specific client needs and market demands.
- Facilitate seamless transitions of product initiatives from inception through design, deployment, and operational integration, leveraging cross-functional relationships to ensure successful outcomes.
- Innovate client-focused solutions that elevate the user experience, contribute to revenue growth, and reinforce loyalty.
- Maintain robust client relationships with ongoing engagement strategies including regular account performance reviews and proactive issue management.
- Contribute leadership and expertise to regional and global programs aimed at enhancing client satisfaction and operational excellence.
- Manage end-to-end client contact processes, upholding stringent service standards and promoting initiatives that drive operational efficiency and reduce client dissatisfaction.
- Serve as the internal advocate for clients, championing enhancements that improve overall client experience and satisfaction.
- Lead the end-to-end client onboarding process for the Prime Services platform, ensuring accuracy, compliance, and a positive client journey.
- Coordinate rapid responses to client inquiries and escalations through cross-departmental collaboration with IT, credit, legal, and operational teams.
- Conduct meticulous portfolio reviews focused on margin analysis and fee compliance to uphold financial integrity and support informed client servicing strategies.
Qualifications
- Extensive experience in managing business accounts or client services within financial services, with a strong understanding of Foreign Exchange Prime Brokerage or OTC Clearing environments.
- Proven expertise in Foreign Exchange (FX) and Interest Rate products pertinent to Prime Services.
- Experience in account management and service delivery operations, with a focus on client relationship management and operational excellence.
- Excellent communication and interpersonal skills, capable of building rapport across diverse teams and client segments.
- Proven ability to manage complex client interactions and resolve escalations efficiently and professionally.
- Proficiency in evaluating portfolio data for margin and fee analysis to support client servicing strategies.
- Willingness and flexibility to work onsite in London full-time during initial onboarding phase, transitioning to a hybrid work model thereafter.
- A proactive approach to continuous personal development and learning within a dynamic financial services context.
FAQs
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