RESPONSIBILITIES:
• The role is a high-client-touch role that requires good communication skills to build relationships and trust with our clients
• Act as back-up to Salespeople, as well as cover your own clients for EQD flow products.
• Coordinate client requests with different teams (Trading and Engineering).
• Quarterback price requests received from clients, interpret these requests correctly and transmit them to the pricing team.
• Confirm trades with clients following execution.
• Manage all post-trade operations and coordinate with middle office, back office, and documentations teams for bookings
• Assist in the management of the secondary market activity in collaboration with the senior sales.
• Request Credit/ Risk approvals (liaise with the Risk department and COOs) and monitor existing credit lines.
• General upkeep of operational issues.
• Kick off KYC processes for new customers on-boarding and coordinate new clients' sub-accounts openings with Client Support Unit. Provide overall care of client accounts to ensure customer satisfaction.
• Work with automation, engineering, operations, and COO teams to continuously identify issues and improve processes.