Team Manager - Client Services

Reposted 11 Hours Ago
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Bangalore, Bengaluru Urban, Karnataka
In-Office
Mid level
Financial Services
The Role
Manage a client services team, ensuring quality responses to client queries, team training and support, performance tracking, and operational risk management while improving processes and documentation.
Summary Generated by Built In

Key Deliverables/Tasks/Responsibilities

1. Manage the team on a daily basis, ensuring all client queries are responded to in accordance with expected time/quality parameters.

2. Monitor delivery and ensure team members have the right support and skills to do their job. This may include running the training yourself, designing and creating process documents, liaising with other teams to understand the Commcise system end-to-end, etc.

3. Track team performance and morale and identify areas of improvement and help resolve any gaps.

4. Monitory and identify any operational risks, escalating these to the leadership team and proposing mitigating actions.

5. Be direct point of contact for Asset Managers and CSA Brokers to ensure smooth daily reconciliation/payment process.

6. Build excellent working knowledge of the payments/reconciliation/research managament software functionality and business

7. Become an expert in the modules used by our clients, think of improvements and encourage the team to propose these as well. Seek opportunities in your external/stakeholder conversations to understand how others operate and where lie opportunities for doing things better.

8. Proactively identify useful data points and capture these to build MI reports that will be presented to internal and external stakeholders.

9. Confidently use excel to analyse, compare data sets and derive conclusive action points from them.

10. Pro-actively respond to emails and calls, ensuring all queries are addressed and escalate any issues, risks or uncertainties to team leads.

11. Streamline and improve on the existing guidelines/processes for reconciliations and payments.

12. Resolve reconciliation breaks following established procedures, responding to broker queries on any queries regarding these breaks.

13. Document & maintain all internal processes up to date and actively contribute towards building a knowledge repository for the firm, engaging all team members in this exercise.

14. Demonstrate excellent understanding of client requirements and needs and be able to communicate these eloquently to any internal or external stakeholders.

15. Regularly review each deliverable (both your own and the team’s) to ensure the tasks are done accurately and within the required specifications, while managing the deadlines given.

16. Build relationships with third party counterparts ensuring clear understanding of how they work and what is required for good working relationships

Euronext Values

Unity

•        We respect and value the people we work with

•        We are unified through a common purpose

•        We embrace diversity and strive for inclusion

Integrity

•        We value transparency, communicate honestly and share information openly

•        We act with integrity in everything we do

•        We don’t hide our mistakes, and we learn from them

Agility

•        We act with a sense of urgency and decisiveness

•        We are adaptable, responsive and embrace change

•        We take smart risks

Energy

•        We are positively driven to make a difference and challenge the status quo

•        We focus on and encourage personal leadership

•        We motivate each other with our ambition

Accountability

•           We deliver maximum value to our customers and stakeholders

•           We take ownership and are accountable for the outcome

•           We reward and celebrate performance

We are proud to be an equal opportunity employer. We do not discriminate against individuals on the basis of race, gender, age, citizenship, religion, sexual orientation, gender identity or expression, disability, or any other legally protected factor. We value the unique talents of all our people, who come from diverse backgrounds with different personal experiences and points of view and we are committed to providing an environment of mutual respect.

Additional Information

This job description is only describing the main activities within a certain role and is not exhaustive. It does not prevent to add more tasks, projects.      

Top Skills

Excel
Payments Software
Reconciliation Software
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The Company
HQ: Europe
1,463 Employees

What We Do

Euronext is the leading pan-European market infrastructure, connecting European economies to global capital markets, to accelerate innovation and sustainable growth. It operates regulated exchanges in Belgium, France, Ireland, Italy, the Netherlands, Norway and Portugal. With close to 1,930 listed issuers and around €6.8 trillion in market capitalisation as of end March 2023, it has an unmatched blue-chip franchise and a strong diverse domestic and international client base. Euronext operates regulated and transparent equity and derivatives markets, one of Europe’s leading electronic fixed income trading markets and is the largest centre for debt and funds listings in the world. Its total product offering includes Equities, FX, Exchange Traded Funds, Warrants & Certificates, Bonds, Derivatives, Commodities and Indices. The Group provides a multi-asset clearing house through Euronext Clearing, and custody and settlement services through Euronext Securities central securities depositories in Denmark, Italy, Norway and Portugal. Euronext also leverages its expertise in running markets by providing technology and managed services to third parties. In addition to its main regulated market, it also operates a number of junior markets, simplifying access to listing for SMEs.
For the latest news, go to euronext.com or follow us on Twitter (twitter.com/euronext)

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