Client Data Technical Specialist - Glasgow, United Kingdom - Meraki

Meraki
Meraki
Verified Company
Glasgow, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

What will you be doing?

To perform the daily duties, checking and general processing of all reconciliation breaks between core systems, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements.


Responsibilities:


  • Ensure that all tasks are completed to a high standard and that any anomalies are reported within agreed timescales.
  • Ensure that personal and team KPI's / KRI's / MIR are met.
  • Provide technical advice to assist in resolving issues or queries which arise
  • Contribute and assist with change initiatives relevant to the team.
  • Prepare weekly management information statistics.
  • Support the change management programme relevant to your area and be actively involved in the development and delivery of changes to operational and systems infrastructure.
  • Assist with training new recruits to the team in BAU activities, acting as a positive role model.
  • Contribute to documenting team procedures, periodically reviewing and updating them.
  • Attend and contribute to internal team meetings and raise relevant issues
  • Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.
  • Demonstrate a thorough understanding of the firms' regulatory framework
  • Demonstrate an understanding of the risks to clients within their operation and how these will be mitigated.

To be successful in this role, you should:

  • Settlement operations experience gained within a financial institution.
  • Demonstrable knowledge of investment management, including relevant terminology.
  • Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role.
  • Experience of delegating and reviewing work advantageous but not essential.
  • Working knowledge of Microsoft Office packages
  • Demonstrate ability to understand and summarise complex information in a professional and concise manner.
  • Strong Interpersonal skills are essential, with the ability to communicate well to senior audiences
  • Relevant professional qualification(s) desirable e.g. CISI Investment Operations Certificate.

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