Morgan McKinley is working in partnership with a leading bank currently looking for a 12 months contractor to join their team.
Client Services Rep
This role is with APAC Global Markets Client Service group with primary responsibilities for OCRM Platinum Client support. The individual will have extensive interactions with the clients, external counterparties, internal teams like trading desks, sales, and technology both locally and cross regional.
Part of an Operational Client Relationship Management team that is responsible for managing the Banks top Global Markets clients across Operations to ensure the bank are Top Tier ranked and driving the Banks strategy.
The role is cross product and straddles multiple asset classes, Lines of Business and processes. The OCRM is responsible for ensuring that they manage the Operations senior relationship with these clients, conducts broker reviews, provides thought leadership and educational training to clients on specific industry topics, is present and known in the industry and is an ambassador for GMO at all times with our clients. The role also involves close partnership with business stakeholders to ensure alignment on client goals and deliveries as the team focus on rankings and wallet opportunities.
OCRM Responsibilities:
Resolution of operational escalations for Priority Clients
Liaise with internal departments to ensure timely resolution of client escalations
Partnership with client and internal stakeholders (Senior Heads of Operations, Senior Heads of SRM, Execution Desks, Sales, etc.) to measurably improve processes, automation , client efficiency, cost reduction, lower risk and enable more business
Prepare presentation material for client meetings and senior management review & conduct client operations reviews
Additional Responsibilities
Data Analytics & Metrics
Coordinate cross-product metrics: define requirements, understand client needs, understand current gaps, and continue to build peer analysis views, prioritize and implement enhancements.
Partner with GMO line teams to identify thematics across clients leveraging KPIs and key data points
Drive analytics and create dashboards that will allow team to proactively discuss themes and address root causes with clients and internal partners.
Drive standardization of how Operations are measuring feedback and driving improvements (eTask/Flux, turnaround times)
Standardization of client packs ,(leveraging GBS team to produce)
Cross-Product Client Coverage and Client Enablement
Improve cross-product coverage so that client has a holistic and integrated experience pre and post trade (onboarding/KYC refresh/trade lifecycle management/offboarding)
Identify themes for clients based on feedback (scorecard / meeting / ad-hoc) ; document what can be done to enhance the client experience - what is being done well and what can be improved..
Utilize qualitative & quantitative feedback to create actionable plans around process and technology requirements
Act as key point of contact on Client Enablement working groups
Required Skills
Client facing experience and ability to conduct discussions with Clients in a confident manner.
Strong communication skills - comfortable in interfacing to clients and a cross-section of groups at various levels.
Ability to work under pressure in a team environment.
Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
Self-motivated and able to work unsupervised. Candidate will be able to prioritize, manage own time and know when to escalate.
5 to 8 years of experience in a operations/relationship management role within Global Markets, ideally a client facing role.
Strong ability to communicate clearly with sales and clients.
Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
Understanding of Markets Ops Trade lifecycle pre/post trade.
Fluent in written and spoken English, plus additional languages would be a benefit but not essential (Mandarin/Cantonese/Japanese).
If you\'re interested in this role, please send your updated CV (word format) to for a confidential discussion
Referrals are greatly appreciated.
Morgan McKinley Pte Ltd
EA Licence No: 11C5502
Registration No: R21101982
Registration Name: Fabian Leow
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as a notification that you have not been shortlisted
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