Client Onboarding Specialist
WroclawClient Onboarding Specialist
Wroclaw
NR REF.: 1173682
FOR OUR CLIENT - LEADER IN INVESTMENT BANKING
Department Overview
Asset Conversions are responsible coordination of custody migrations clients and bank wide initiatives. The asset transfer analysist supports our Client internal operations teams to facilitate an asset transfer and settlement of securities transactions on their behalf.
Your role
Conversion Coordinator role within Asset Conversion team is in the focal point for ensuring timely settlement of securities and cash instructions across global markets, while working in close cooperation with clients, service directors, market counterparts and internal stakeholders, supporting tasks related to a mix of complex client relationships requiring custody services. Main pillars of this role include:
Qualifications:
Nice to have:
Our offer:
Hays Poland sp. z o.o. is an employment agency registered in a registry kept by Marshal of the Mazowieckie Voivodeship under the number 361.
Wroclaw
NR REF.: 1173682
FOR OUR CLIENT - LEADER IN INVESTMENT BANKING
Department Overview
Asset Conversions are responsible coordination of custody migrations clients and bank wide initiatives. The asset transfer analysist supports our Client internal operations teams to facilitate an asset transfer and settlement of securities transactions on their behalf.
Your role
Conversion Coordinator role within Asset Conversion team is in the focal point for ensuring timely settlement of securities and cash instructions across global markets, while working in close cooperation with clients, service directors, market counterparts and internal stakeholders, supporting tasks related to a mix of complex client relationships requiring custody services. Main pillars of this role include:
- Collaboration with other internal stakeholders to facilitate asset transfers
- Execution of appropriate security transactions within market deadline
- Management and maintenance of trade/ transfer lifecycle from setup to settlement and timely reviewing and resolving discrepancies
- Responsibility for handling and tracking of project issues, risks and documentation
Qualifications:
- Proven organisation skills and ability to handle high volumes with tight deadlines
- Essential IT skills including MS Excel
- Strong client service skills
- Fluent English spoken and written (min B2 level)
Nice to have:
- Custody and/or settlement product knowledge preferred but not essential
- Financial services experience preferred but not essential
- Proactive attitude and self-starting approach
- Ability to work with minimum management supervision
Our offer:
- Full time contract of employment
- City Centre locations close to main railway station and flexible working arrangements
- Flexible benefits package, including life and medical insurance, health screening, fitness discount programme, employee assistance program
- Award-winning Wellbeing Program supporting you with your unique health and wellbeing needs
- Pension scheme
- On-site childcare and a parental buddy programme
- Exciting opportunities for career and global mobility
- Diverse and inclusive environment
- Employee Referral Program
- Recognition programmes
- A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs)
Hays Poland sp. z o.o. is an employment agency registered in a registry kept by Marshal of the Mazowieckie Voivodeship under the number 361.
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