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Client Onboarding Specialist
ConfidentialBengaluru / Bangalore12 days ago
Job description2-5 years of experience working in the Middle office coupled with in-depth domain / finance knowledge Intricate understanding and experience of handling various vendor implementations into the Client platform. An in-depth understanding of the various stages of the trade life-cycle (Listed & OTC) Working knowledge of various vendors like Bloomberg, Reuters, Markit etc. Experience in integration with different trade execution systems. Strong analytical skills, problem-solving skills and attention to detail Proven track-record of handling projects and improving processes Strong interpersonal skills with a collaborative attitude Effective oral / written communications skills Ability to work under pressure and take on additional operational tasks Proficient in Microsoft Office applications especially MS Excel Hands on experience with VBA macros / Python will be a big plus
What youll do :
- Strong understanding of the intricacies of transaction management and security master capture across different asset classes, reference data management and asset servicing.
- Onboarding clients on to the platform Scoping, integrating with clients OMS and establishing workflows.
- New and existing data vendors evaluation, mapping and integrating the same with Client platform.
- Handling end-to-end onboarding of new clients; gathering requirements and showcasing our capabilities clearly.
- Managing stakeholders expectations; being proactive in identifying their needs, articulating the scope of the offering, escalating issues in a timely manner, and showcasing persuasiveness in bringing about changes
- Work with various teams like project management & sales teams to understand and gather scope requirement.
- Learn and enhance knowledge on complete Client platform / industry, not restricted to current area of expertise.
- Perform various activities like data gathering, GAP analysis, Mapping, Data transformation, Loading and reconciliation, BAU activities setup, Client parallel support etc in Client platform as a part of client implementation.
- Work with technology teams as needed, by assisting in special projects, developing bespoke reports, developing specifications, product implementation and UAT
What youll need :
Skills Required
Client On Boarding
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Onboarding Specialist • Bengaluru / Bangalore