Global Markets Operations Specialist II

Citizens • Boston, MA • 16h ago

Description

Global Markets Operations Dedicated Onboarding Specialist

The Global Markets Operations team within Commercial Operations supports Middle and Back Office functions across a range of Listed and Over-The-Counter ('OTC') derivative products. Within Global Markets Operations, the Derivative Client Support team, which includes the Client Onboarding team, manages all facets of onboarding, setup, and static data within the various operating systems which we support. All documentation, updates, system changes, and maintenance related to clients are managed by the Client Onboarding team. As a registered Swap Dealer, the Onboarding function is heavily monitored for accuracy and completeness, and this role will be expected to uphold and adhere to extensive guidelines around those onboarding requirements.

This role is primarily responsible for supporting the onboarding process for new clients to the Global Markets desk. The right candidate will be dedicated to the client experience and the overall efficacy of the onboarding process. Experience with derivative products is desired, and the candidate should be comfortable navigating the team's main applications, which include Salesforce, DocuSign, ION's Wall Street Systems, and Calypso. Beyond this, a working knowledge of Dodd Frank requirements related to Swap Dealer business will be essential to colleague success. Direct and frequent client interaction will be a significant component of the role, managing documentation and onboarding portal walkthroughs regularly. In addition, the colleague will be expected to manage priority requests, which will require a high level of attention to detail and superior customer service. The candidate will also be responsible for managing the static data entry of client details as part of the onboarding process. Lastly, there will be a need to periodically produce reporting of productivity, quality, and other ad hoc requirements in an accurate and timely manner.

Primary responsibilities include

Outstanding client service and support throughout the onboarding process Daily walkthroughs of onboarding documentation and Salesforce portal access Regular direct interactions with Customers, Middle Office, Collateral Management, PM/RM

teams, Client Services, Sales, Risk Management, Compliance, and other business partners

Identify and implement opportunities for process re-engineering and automation Daily independent workload management and processing of client requests Documentation review and execution

Qualifications, Education, Certifications and/or Other Professional Credentials

Exceptional client service skills Knowledge of Global Markets Operations core systems Adept in Microsoft Word, Excel, Outlook Knowledge of operational risk management (Compliance, Audit, security policies). Strong organizational skills Ability to perform under pressure Ability to multi-task and work in a fast-paced environment Attention to detail Ability to consistently maintain high levels of productivity Excellent oral and written abilities Ability to work independently and in a team environment to achieve group targets Develop and maintain effective working relationships May be required to work extended hours when necessary

Hours & Work Schedule

Hours per Week: 40

Work Schedule: M-F 8am-5pm EST

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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