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Effective Client Transition Specialist
3 weeks ago
This position is crucial for ensuring the seamless transition of clients to our institution's capabilities. As the primary point of contact, you will manage client expectations and deliver exceptional service throughout the transition process.
Responsibilities:- Facilitate communication between our institution's capabilities and client requirements
- Lead regular stakeholder meetings and provide updates on the transition pipeline
- Manage and prioritize the transition pipeline of APAC clients with the business team
- Define client requirements in collaboration with Prime Brokerage and Local Market Sales teams
- Coordinate legal, credit, and compliance sign-offs in respective systems
- Establish new relationships in on-boarding systems
- Coordinate quality assurance (QA) and KYC processes with sales, client, and QA teams
- Request and coordinate negotiation of relevant agreements with Legal, Client, and Business
- Verify various client data, products traded, and contact information
- Coordinate account setup with information gathered from clients
- Provide testing to clients prior to go-LIVE if required
- Liaise with e-Commerce teams to complete setup in trading systems
- Liaise with transition support to ensure client reports are correctly set up in our reporting portal
