NA Markets Transition Management - Associate
On-site · New York City, New York, United States
Job Summary
Market Transition Associate within Markets Transition Management responsible for onboarding clients to trade Markets products. Works with Corporate & Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients to trade, manage onboarding requests, relay requirements, host client & stakeholder meetings, coordinate with Reference Data, Know Your Client, Accounts, Credit, Legal and Operations to ensure seamless onboarding and readiness to trade within target timelines. Builds strong relationships with internal partners to deliver best-in-class onboarding service, manages client onboarding through go-live, provides updates to clients and internal stakeholders, and serves as a point of escalation. "
Required Qualifications
- Minimum of three years experience in client facing role within financial services industry
- Excellent client & stakeholder communication and relationship building skills
- Excellent project management, organizational, and time management skills
- Strong understanding of the institutional client landscape, with insight into the markets trading products utilized in client strategies
- Ability to manage large client pipelines, host client meetings and correspond with senior partners internally and at client
- Strong problem-solving capabilities, ability to listen to client requirements, prescribe path forward, anticipate potential issues and seek to mitigate/escalate potential issues as appropriate
- Results-focused, ability to manage high volume of requests in dynamic operating environment
- Ability to navigate diverse process flows and data sets and drive process enhancements
- Proficient in Microsoft Office applications (Excel, Word, PowerPoint)
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