Role: A Client Processing Representative manages a selection of client accounts dealing with Global Equity based products. The position is responsible for servicing institutional clients, acting as a liaison between multiple Sales Trading Desks, including Programs trading, Electronic, Core, Syndicates, Converts, Transition, and Special Situations. Liase with Operational teams to minimize risk to Brokerage and maximize profit by protecting and enhancing client trading relationships.
- Superior aptitude to understand, utilize, and improve technology platforms
- Strong interpersonal, organizational, leadership, and communication skills
- Proven ability to work efficiently and accurately under pressure in a fast paced multi tasking environment
Analyze user requirements, procedures, and problems to improve business process. Confer with personnel of relevant organizational units to analyze current operational procedures and identify problems. Write detailed description of user needs, as well as functional and/or technical specifications. Review current business process, workflow and scheduling limitations. Study existing information-processing systems to evaluate effectiveness and develop new system specifications to improve production or workflow as required. Prepare workflow charts and diagrams. Requires 4-6 years prior experience.