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About the Role
This role sits within the Global Markets New Business function and acts as the central point of contact for pre-trade/ Onboarding set up. GMNM communicates and coordinates with clients across documentation, account opening and configuration, ensuring optimal client experience & readiness to trade. The team members are aligned with specific Clients / Sales desks and work closely with sales coverage, legal, credit risk, operations, compliance and clients to ensure an effective and smooth onboarding process. The team members develop strong relationships with institutional clients, which include asset managers, corporations, hedge funds and private equity. They are expected to play a key role in client relationship management and understanding dynamic changes in commercial demands of the business as well as grow subject matter expertise in legal, AML/KYC and regulatory requirements. This is a dynamic, entrepreneurial team sitting across EMEA (London, Paris & Frankfurt), US (New York, Salt Lake City) and APAC (Hong Kong, Singapore, Sydney) with individuals who thrive in the fast-paced, changing environment of the trading floor.
Responsibilities
- Own pre-trade client relationship & driving front-to-back onboarding to ensure readiness to trade across all products (Derivatives, Repo, Cash)
- Use active discussions with Sales to manage the priority queue
- Drive internal and external conversations to facilitate the negotiation of trading agreements: ISDA-CSA, CDEA, GMRA & GMSLA
- Develop in depth knowledge of all account opening requirements needed such as AML, KYC & product to legal entity alignment
- Manage tight deadlines to ensure we meet clients’ service level expectations: fund launches, market specific deadlines and trade dates
- Provide excellent pre-trade client service
- Demonstrate a sound appreciation of new business policies, and process enhancements
Requirements
- Previous experience with client service/financial institutions
- Experience in related onboarding functions (e.g. Due Diligence, Agreement negotiation)
- Understanding of onboarding, KYC/AML or regulatory requirements
- Experience/knowledge of ISDA-CSA, GMRA and other trading agreements
- Strong client relationship management skills
- Excellent communication and stakeholder management skills
- Strong organisational skills with the ability to manage multiple priorities
- High attention to detail
- Ability to work within fast-paced front-office environments
Skills
- Client service
- Financial institutions
- Onboarding
- Due Diligence
- Agreement negotiation
- KYC/AML
- Regulatory requirements
- ISDA-CSA
- GMRA
- Trading agreements
- Client relationship management
- Communication
- Stakeholder management
- Organisational skills
- Attention to detail
Location
- London
Work Type
- Onsite
- Full-time
About the Company
- Deloitte is supporting a Tier 1 global financial services organisation in recruiting a Global Markets Client Onboarding Analyst to join a high-performing Client Experience Operations team.