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Sr Relationship Manager II – Financing and Clearing Business (Charlotte, NC)

In United States

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Sr Relationship Manager II – Financing and Clearing Business (Charlotte, NC)   

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JOB TITLE:

Sr Relationship Manager II – Financing and Clearing Business (Charlotte, NC)

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Charlotte, NC United States

JOB DESCRIPTION:

Enterprise Role Overview: Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff , but has no formal supervisory responsibility. Has five or more years of portfolio management, sales, marketing, or relationship management experience. Often has a CFA. Possesses a strong knowledge of the firm's products and services. Based on performance and experience, does not have the prominence of a Senior Level I.   Client's Specific Job Description: The Client Service Representative (CSR) is the first point of contact for our clients, responsible for managing their day-to-day operational needs. The team interacts daily with clients, understanding their needs and works to build and maintain relationships not only within F&C but across the broader Client Services Teams globally. Ideal candidates will possess the ability to work in a high paced environment with demanding broker dealer clients who require accurate and timely resolution of issues. The role will entail monitoring daily trading activities across multiple markets, mitigating risk for the firm and client and acting as an escalation point for core operations teams working to resolve issues. The team interacts with Front Office and Sales and Account Management to help drive and protect revenues, Core Operations teams to escalate and resolve issues and other Client Service teams to drive process improvements and efficiencies leading to an enhanced client experience and reduced operational risk and expense. There are opportunities for growth with cross training into other client services teams and future mobility within the broader Client Services Organization Responsibilities: Primary point of contact for client inquires and problem resolution Act as a point of escalation for core operations teams within F&C client service as well as the broader organization Daily monitoring of client activity across multiple markets managing risk and servicing client's daily needs Drive operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk Daily monitoring of client activity across multiple markets managing risk and servicing client's daily needs Client visits and meetings as required Metric reporting and analysis   Requirements: 3+ Years of experience, preferably in a client service or middle office operations capacity DTC, Euroclear and EMEA/APAC local market settlements knowledge a huge plus. Fixed income settlement knowledge not required but a plus. Support pre-matching of trades, value date settlement matching, client inquiries, receive / deliver exceptions, validation and timely communication of all potential compliance Buy In's, and root cause analysis and issue resolution of fails Excellent communications skills and ability to present to an audience Ability to work under pressure individually and in a team environment Ability to liaise with all levels of the firm and people with different experiences and backgrounds Self-motivated   Other Qualifications: Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions Excels in working among diverse viewpoints to determine the best path forward Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner Commitment to challenging the status quo and promoting positive change. Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Position Details

POSTED:

Sep 29, 2022

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16529544418133705

LOCATION:

United States

CITY:

Charlotte, NC

Job Origin:

OORWIN_ORGANIC_FEED

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In Dallas Fort Worth
Aug 19, 2017 9am-6pm
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Sr Relationship Manager II – Financing and Clearing Business (Charlotte, NC)    Apply

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Enterprise Role Overview: Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff , but has no formal supervisory responsibility. Has five or more years of portfolio management, sales, marketing, or relationship management experience. Often has a CFA. Possesses a strong knowledge of the firm's products and services. Based on performance and experience, does not have the prominence of a Senior Level I.   Client's Specific Job Description: The Client Service Representative (CSR) is the first point of contact for our clients, responsible for managing their day-to-day operational needs. The team interacts daily with clients, understanding their needs and works to build and maintain relationships not only within F&C but across the broader Client Services Teams globally. Ideal candidates will possess the ability to work in a high paced environment with demanding broker dealer clients who require accurate and timely resolution of issues. The role will entail monitoring daily trading activities across multiple markets, mitigating risk for the firm and client and acting as an escalation point for core operations teams working to resolve issues. The team interacts with Front Office and Sales and Account Management to help drive and protect revenues, Core Operations teams to escalate and resolve issues and other Client Service teams to drive process improvements and efficiencies leading to an enhanced client experience and reduced operational risk and expense. There are opportunities for growth with cross training into other client services teams and future mobility within the broader Client Services Organization Responsibilities: Primary point of contact for client inquires and problem resolution Act as a point of escalation for core operations teams within F&C client service as well as the broader organization Daily monitoring of client activity across multiple markets managing risk and servicing client's daily needs Drive operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk Daily monitoring of client activity across multiple markets managing risk and servicing client's daily needs Client visits and meetings as required Metric reporting and analysis   Requirements: 3+ Years of experience, preferably in a client service or middle office operations capacity DTC, Euroclear and EMEA/APAC local market settlements knowledge a huge plus. Fixed income settlement knowledge not required but a plus. Support pre-matching of trades, value date settlement matching, client inquiries, receive / deliver exceptions, validation and timely communication of all potential compliance Buy In's, and root cause analysis and issue resolution of fails Excellent communications skills and ability to present to an audience Ability to work under pressure individually and in a team environment Ability to liaise with all levels of the firm and people with different experiences and backgrounds Self-motivated   Other Qualifications: Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions Excels in working among diverse viewpoints to determine the best path forward Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner Commitment to challenging the status quo and promoting positive change. Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world


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