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Job Title: Client Onboarding, Futures & Options

Company: Global Financial Services Company

Corporate Title: AVP Salary Range: Attractive Package
Location: Singapore Date Open: April 2018

Responsibilities / Duties:


Our client is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.


As a market leader, the talent and passion of the firm’s people is critical to their success. Together, they share a common set of values rooted in integrity, excellence and strong team ethic. The firm can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of the firm’s culture.


Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationship and partnering with technology to realise the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.


ISG Product Operations encompasses two functionally aligned organizations. The first, Trading Operations, provides Operations functions in direct support of activity executed by Institutional Sales & Trading. The second, Client Operations, provides Operations functions in direct support for activity cleared by the firm on behalf of the clients in Prime Brokerage, Listed Derivatives and OTC Clearing. The broad organization partners closely with Sales and Trading to develop and implement new products and services as well as drive efficiency and reduce risk in their processes. At all times the firm is focused on delivering quality service to clients both internally and externally. ISG Products Operations partners closely with Shared Services and Banking Operations as well as Branch Operations and Operations Risk & Control to deliver a connected ‘front to back’ view of operations to ISG Sales and Trading.


This position within Client Operations – Derivatives Clearing Client Onboarding Team involves extensive contact with the firm’s clients, their colleagues in Operations, Prime Brokerage, Legal and Compliance and their global salesforce. The group’s primary responsibility is to ensure a smooth onboarding process for the firm’s new and organic Listed Derivatives and OTC Clearing Clients. This entails being the primary contact to the clients for requirements gathering, KYC documentations as well as liaising with both client and the firm’s internal departments for docs negotiation. The business is volume driven so having exceptional organisational skills, and the ability to multi-task and prioritize work is crucial. Qualified applications must be adaptable to change, as some days will require you to work on many different jobs at once.


Primary Responsibilities:

  • Single point of contact for client onboarding, navigating the organisation for the firm’s clients
  • Liaise with clients for requirements gathering, KYC documentations and agreement negotiation
  • Provide clients with MS clearing solutions, training and live demos
  • Work with IT to develop, test and rollout new reporting/technology requirements
  • Post go live client service reviews and meetings, sending call reports to BU, metrics analysis etc
  • Handling various administrative duties


Requirements / Qualifications:

Skills Required:

  • Strong client service experience in Derivatives Clearing
  • Knowledge of Listed Derivatives or OTC Clearing preferred
  • Strong communication and project management skills
  • The ability to work under pressure and multitask
  • Strong team player
  • Ability to demonstrate clear examples in previous work experience where client service and/or project management has played a major part of the role.


Our client is an equal opportunities employer. They work to provide a supportive and inclusive environment where all individuals can maximize their full potential.