Specialist, Client Delivery - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunitiesto grow and do better than before.

If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you.

You can count on us to celebrate your unique talents. And we can't wait to see the talents you canbring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours.

When you work with us, you'll see how we value difference and advocateinclusion.

Together we:
-
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
-
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
-
Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.-
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
-
Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with with minimum global standards for annual and public holiday, which is combined to 30 days minimum
-
Flexible working options based around home and office locations, with flexible working patterns
-
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-helptoolkits
-
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
-
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

The Role Responsibilities

The FM FI Client Delivery Specialist will be responsible for managing the end to end onboarding process for NTB FI, ETB FI and sub-funds of existing Investment manager.

Key components of the role will include

Client outreach, including discussion around data requirements, collation.
Client Due Diligence (CIP information).
Working closely with FM Product and Ops units to achieve suitable outcomes for clients.
Data input, provision of account opening instructions, static data maintenance.
Accountable to ensure that all facilities are set up in accordance with client instructions, this involves working closely with ops functions.
Ensure trading limits are in place and linked to the required eplatform prior to trading and ensure that the start to end process of onboarding is completed in a timely manner.
For Network Onboarding, take a 'shepherd' role to manage client cases to a successful conclusion.

Strategy
Network Onboarding

Fostering and maintaining dialogue across the SCB global onboarding network to develop and enhance global client relationships and responding to client needs.
For Network Onboarding, take a 'shepherd' role to manage client cases to a successful conclusion.

Business
Onboarding

To be responsible for undertaking Due Diligence requirements to ensure adherence to relevant SCB policies on sub funds of Investor clients working with the Risk Control team to ensure all necessary Compliance risks are properly managed and accurate recordsdiligently maintained.
Client outreach and interaction with CM to gather deal requirements, financial statements and other inputs for performing CIP due diligence. information collection and verification (depending on product usage predominantly derivatives).
Responsible for supporting CM and CR in all Regulatory related onboarding matters in the Investor sector.
Ensure efficient and timely opening of Investor client accounts, and managing related FATCA, EMIR, Dodd Frank and other regulatory due diligence requirements as they arise.
Own set up of trading accounts.
Request in eOperations trading accounts to be opened in the systems required to trade the relevant product, and follow through any eCommerce mapping request as per client requirement.
Ensure client trading accounts are set up endtoend in E-Ops. This will include checking to ensure the final operational flow chain is complete, including items such as signing authorities and SSI's as required by policy and the trading strategy of theclient. This will involve liaising directly with Data Administration Unit, Investor Service Operations, E-Client Services and other internal administrative areas.
Identify and escalate blockages in the onboarding / maintenance processes.

Processes

Working closely with client managers and product partners, including FM management, across the FM suite of products to understand FM's value proposition in these areas to ensure correct prioritisation in line with client needs and requirements.
Ensure that accounts and data is set up to achieve full operational readiness.
Liaise through the value chain to ensure all units engaged in FM account opening readiness successfully complete.
Working closely with our Investor Service Operations group and other operational and administrative areas to ensure the timely set up of client trading infrastructure.

People and Talent

Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from their team and work in collaboration with risk and control partners.

Risk Management Support CA in Client document follow-up and coll