Client Account Services Specialist

hace 4 semanas


Buenos Aires, Argentina AccelOne A tiempo completo

Client Account Services Specialist - Senior Associate whatjobs.com We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. As a Client Account Services Specialist in the Collateral Service Delivery Team you will be part of a client‑facing group whose core responsibilities include managing advanced/complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirements as well as managing client & internal partner queries related to account reference data. Job responsibilities Develop onboarding strategies for major implementations aligning priorities appropriately in order to meet business needs and client deadlines. Manage end‑to‑end account activities projects including fund launches, closures, mergers, and remediations. Proactively build strong client relationships; attend client workshops and due diligence meetings. Perform authentication and first line of data quality checks ensuring all MDRs are met. Develop strong working relationships with key internal partners to provide seamless client delivery. Identify opportunities for process improvements with focus on quality, efficiency and timeliness – reducing cycle time and eliminating manual/bespoke processes. Maintain a comprehensive knowledge of the account opening and maintenance workflow and end‑to‑end ownership of all related requirements including SLAs & KPIs. Develop and maintain email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes. Provide support on new product and technology initiatives. Required qualifications, capabilities, and skills Client relationship management/Client Facing experience of at least 4 years. Strong time management skills, self‑directing and capable of dealing with high pressure, time sensitive tasks. Ability to demonstrate flexibility and operate in a changeable environment. Organizational, analytical and problem resolution skills. Strong teamwork and influencing skills. Oral and written communication – ability to effectively interface with clients and internal partners. Preferred qualifications, capabilities, and skills Collateral and/or Tri‑Party workflow, product, processes and procedures knowledge. Wider Securities Services industry knowledge. Experience with digital tools – Xceptor, Tableau, Alteryx. #J-18808-Ljbffr



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