8 Client Service Officer Jobs

Role Description

Client Implementation is responsible for highly complex client account openings and product set up requests (including new, changing or expanding requirements). Work includes:

• Implementing top-tier solutions for corporate clients and financial institutions Delivering seamless product(s)/service(s) setup and streamlined installation processes in compliance with internal and external policies and regulations
• Monitoring and evaluating product performance and client feedback to generate new product ideas and identify product/service features that need to be changed to meet client needs
• Liaising with other areas of the bank to implement these changes

Your key responsibilities

• Account Opening/Maintenance/closure for various regions in EMEA.
• Prepare and review Tax related -ITRA documentation for Europe markets
• Knowledge of Invoice and billing preparation for clients
• Autobahn implementation and support.
• Client management related admin activities.
• Taking in, examination (HRMP) of client security instructions received via fax, validation of signatures and further processing
• Clarification of unsettled trades pertaining to the client, the counterparty and/or the depository
• Proactive client-specific transmission of information to the client
• Prompt and competent processing of client inquiries via CSS, fax, SWIFT and the telephone
• Prompt and competent clarification of client complaints
• Prompt processing, preparation, forwarding and controlling of client instructions in terms of corporate action instructions under consideration of the deadlines
• Supervision of holdings and instructions in the case of corporate action instructions, including following up on outstanding client instructions and supervising the receipt of missing client instructions
• Processing of rights claims in terms of transactions over the ex-date (RCL)
• Processing of inquiries regarding securities and cash turnover which result out of settlement and capital measures
• Documentation of client communication (Phone call, CSS)
• Supervision and prompt clarification of short positions on the part of the client
• Prompt controlling and release of invoices in (Billing application)
• Identification of the need for client visits, their initiation and where necessary, participation

Your skills and experience

• Account Opening/Maintenance/closure for various regions in EMEA.
• Prepare and review Tax related -ITRA documentation for Europe markets
• Knowledge of Invoice and billing preparation for clients
• Autobahn implementation and support.
• Client management related admin activities.
• Taking in, examination (HRMP) of client security instructions received via fax, validation of signatures and further processing
• Clarification of unsettled trades pertaining to the client, the counterparty and/or the depository
• Proactive client-specific transmission of information to the client
• Prompt and competent processing of client inquiries via CSS, fax, SWIFT and the telephone
• Prompt and competent clarification of client complaints
• Prompt processing, preparation, forwarding and controlling of client instructions in terms of corporate action instructions under consideration of the deadlines
• Supervision of holdings and instructions in the case of corporate action instructions, including following up on outstanding client instructions and supervising the receipt of missing client instructions
• Processing of rights claims in terms of transactions over the ex-date (RCL)
• Processing of inquiries regarding securities and cash turnover which result out of settlement and capital measures
• Documentation of client communication (Phone call, CSS)
• Supervision and prompt clarification of short positions on the part of the client
• Prompt controlling and release of invoices in (Billing application)
• Identification of the need for client visits, their initiation and where necessary, participation

Your skills and experience

• Knowledge of markets and settlement practices across European markets
• Knowledge of securities operation products, such as OTC settlement, CCP and Xetra settlement, auto-borrowing, DMA, etc.
• Knowledge of the client set-up and the service agreements, including knowledge of the respective terms and conditions
• Prompt reaction to client inquiries within the respective deadlines (see best practice guidelines)
• Oral and written fluency in English/German and possibly other languages
• Prompt communication/escalation of extraordinary, difficult and risk-laden client inquiries, as well as complaints
• Preparedness to take on back-up functions
• Cooperation within the team, beyond the team (live an open door policy) and adjoining departments
• Realistic priority-setting under consideration of the total scope of tasks set
• Efficient, structured, independent and autonomous working