Client Service Analyst

at  Morgan McKinley

Morgan McKinley is recruiting for a client service on behalf of an investment bank based in Belfast on an initial 12 month contract.

QUALIFICATIONS:

• Substantial previous experience in a similar position
• Relevant experience (business/financial environment) preferred
• Demonstrated project management and organizational skills to prioritize multiple tasks
• Proven self-reliance and accountability and ability to manage risk
• Consistently demonstrate clear and concise written and verbal communication with ability to influence stakeholders
• Proven investigative and analytical skills
• Consistently deliver high-quality customer service with focus on building client relationships and achieving quality results

EDUCATION:

• Bachelor’s degree/University degree or equivalent experience
  Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

JOB PURPOSE:

The Client Service Intermediate Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the Client Service team. The overall objective of this role is to address external client issues and provide ongoing client service support.

RESPONSIBILITIES:

• Be part of the FDC client franchise by managing a portfolio of high-profile global clients across ETD/OTC cleared
• Complete trade lifecycle, cash and collateral, static and FX processing along with regular client service reviews
• Ensure queries are acknowledged, investigated and resolved within expected timeframes in line with the bank’s standards
• Provide analysis and root cause for client portfolios, chair internal meetings across both operations and the business to resolve and prevent issues recurring
• In partnership with the Sales & Relationship Sales teams look to understand the front to back needs of our clients with the aim of providing them with the most optimal client experience
• Provide clients with clear and concise updates relating to market events, delays or technology issues
• Perform monthly MIS to review client performance, make suggestions on how to optimise the clients flow through system and client analysis.
• Participate in documentation of business requirements and testing of new processes, systems roll outs and UAT for strategic projects both internal and external (including mandatory)
• Understand the product and regulatory environment impacting our client portfolio base along with the group procedures and the bank’s policies
• Be a thought leader and drive cross departmental Initiatives
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding group, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency