Lenmar Consulting
Client Services Associate - Hybrid
Lenmar Consulting, Baltimore, Maryland, United States, 21276
Client Services Associate
12 Months Contract
Rate: $20.74/hr W2 without benefits
Need local to Baltimore only
Hybrid: expectation is that team member works 3 days in office minimum
* BACHELOR'S REQUIRED
Primary Responsibilities The successful candidate will own the daily management and client relationships for Global Clients. The candidate will be responsible for providing first class service and break resolution for a number of clients over various products for global markets.
The candidate will need to work closely with Global Stakeholders including the Prime Brokerage Trade Support teams, Prematch and Fails, the Business Units and senior management across the firm.
o Liaising/communicating with Global stakeholders and various operational groups o Planning and organising of project, initiatives and team testing o Providing reporting /information to management and key stakeholders o Process management of various client related functions such as trade amendments, client queries & reporting within specified timescales o Ensuring procedures are accurate, relevant and adhered too o Pro-actively contributing towards the drive to improve process efficiency through root cause analysis o Identification and timely escalation of risk items to management
Skills required (essential) o Candidate should have a background in Financial Services within Operations o Experience and knowledge of Client Servicing o Strong verbal and written communication skills o Ability to manage and prioritise workload and work to deadlines o An understanding of risk management and escalation o High levels of accuracy and numeracy o The utilization of analytical and investigative skills to a successful conclusion. o Proactive & flexible team player o The ability to establish and build effective working relationships with local and global colleagues
Skills desired o Knowledge of the full Trade flow from Execution to settlement for the market & the client o Experience preparing team procedures and assessing/implementing team controls o Good knowledge of Microsoft Office applications o Proven track record of successful project implementation
* BACHELOR'S REQUIRED
Primary Responsibilities The successful candidate will own the daily management and client relationships for Global Clients. The candidate will be responsible for providing first class service and break resolution for a number of clients over various products for global markets.
The candidate will need to work closely with Global Stakeholders including the Prime Brokerage Trade Support teams, Prematch and Fails, the Business Units and senior management across the firm.
o Liaising/communicating with Global stakeholders and various operational groups o Planning and organising of project, initiatives and team testing o Providing reporting /information to management and key stakeholders o Process management of various client related functions such as trade amendments, client queries & reporting within specified timescales o Ensuring procedures are accurate, relevant and adhered too o Pro-actively contributing towards the drive to improve process efficiency through root cause analysis o Identification and timely escalation of risk items to management
Skills required (essential) o Candidate should have a background in Financial Services within Operations o Experience and knowledge of Client Servicing o Strong verbal and written communication skills o Ability to manage and prioritise workload and work to deadlines o An understanding of risk management and escalation o High levels of accuracy and numeracy o The utilization of analytical and investigative skills to a successful conclusion. o Proactive & flexible team player o The ability to establish and build effective working relationships with local and global colleagues
Skills desired o Knowledge of the full Trade flow from Execution to settlement for the market & the client o Experience preparing team procedures and assessing/implementing team controls o Good knowledge of Microsoft Office applications o Proven track record of successful project implementation