Global Markets Operations Specialist

Global Markets Operations Dedicated Onboarding Specialist

The Global Markets Operations team within Commercial Operations supports Middle and Back Office functions across a range of Listed and Over-The-Counter ('OTC') derivative products.  Within Global Markets Operations, the Derivative Client Support team, which includes the Client Onboarding team, manages all facets of onboarding, setup, and static data within the various operating systems which we support. All documentation, updates, system changes, and maintenance related to clients are managed by the Client Onboarding team. As a registered Swap Dealer, the Onboarding function is heavily monitored for accuracy and completeness, and this role will be expected to uphold and adhere to extensive guidelines around onboarding requirements.

This role is primarily responsible for supporting the onboarding process for new clients to the Global Markets desk. The right candidate will be dedicated to the client experience and the overall efficacy of the onboarding process. Direct and frequent client interaction will be a significant component of the role, managing documentation and onboarding portal walkthroughs regularly. In addition, the colleague will be expected to manage priority requests, which will require a high level of attention to detail and superior customer service. The candidate will also be responsible for managing the static data entry of client details as part of the onboarding process. 

Primary responsibilities include

•    Outstanding client service and support throughout the onboarding process

•    Regular direct interactions with Customers, Middle Office, Collateral Management, PM/RM 
teams, Client Services, Sales, Risk Management, Compliance, and other business partners 

•    Identify and implement opportunities for process re-engineering and automation

•    Daily independent workload management and processing of client requests

•    Documentation review and execution
 

Qualifications, Education, Certifications and/or Other Professional Credentials

•    Exceptional client service skills

•    Proficient in Microsoft Word, Excel, Outlook

•    Strong organizational skills

•    Ability to perform under pressure

•    Ability to multi-task and work in a fast-paced environment

•    Attention to detail

•    Ability to consistently maintain high levels of productivity

•    Excellent oral and written abilities

•    Ability to work independently and in a team environment to achieve group targets

•    Develop and maintain effective working relationships

•    May be required to work extended hours when necessary
 

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F 8am-5pm EST

Pay Transparency 

The salary range for this position is $59,000 - $89,000 per year. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . 

Salary : $59,000 - $89,000