Your new company
Working for a globally rewowned bank.
Your new role
Reporting into the director of global research, you will be part of a team within advisory payment negotiations/ investor client's, delivering the bank's client payment strategy/ supporting client business needs.
Key Responsibilities:
- Assisting with efficiently/ effectively managing a shared mailbox with incomings from clients and rest of the department.
- You'll help maintain unbundled advisory agreement data.
- Liaising with research sales such as equity, rates, credit, commodities and FX in the markets revenue team and internal management as required to resolve client queries.
- Coordinate with research colleagues around the world.
- Liaising with asset/ wealth managers, institutional clients operationally and responding to client queries.
- Data entry - assist and liaise with internal and external clients and management.
- Organise documentation to send to clients when needed e.g. research agreement templates.
- Responsible quick learner able to work independently with reduced supervision (training will be provided for you!)
What you'll need to succeed
- Methodical, efficient, disciplined with a great attitude and are a keen learner!
- Some familiarity with client managements systems.
- Experienced within Operations/Technology environments.
- Proven experience with managing mailbox's.
- Good ability with MS Excel.
- Strong experience in data entry.
- Have some financial services experience (within investment banks, front or middle office environments)
- Strong client/ customer experience with confidence to interface with clients to understand and manage their daily needs.
- You are confident with a great communication skillset.
What you'll get in return
Flexible working options available.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
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