Department OverviewBarclays Capital's global sales force provides institutional investors with a highly focused, round the clock, team-based service, ranging from specialist coverage on domestic and international cash, listed options, convertibles, and derivatives to generalist, multi-product sales coverage across the Barclays Capital product base. Distribution is about building strong, effective and continuous global partnerships with clients, keeping them updated on international markets and new products. These relationships are not just about selling the firm's services: salespeople also act as an intelligence gathering network.
Main Duties - Manage team of Client Integration professionals
- Manage the workflow of Client On boarding activities related to Capital Markets products
- Create workflows for new products and platforms
- Develop client relationships throughout the onboard process by providing clients with a “One-Stop” shopping service model
- Regular contact with clients to assist them in facilitating the integration process and understanding of the requirements
- Develop customized documentation packages based upon the desired products and markets to be traded and associated documentation requirements
- Build strong working relationships with internal dependents including Sales, Trading, Compliance, Credit, Legal and Operations
- Partner with Sales COO's and internal counterparts (Credit Risk, Legal, etc.) to prioritize client integration names, facilitate the on board process front to back, monitor status, troubleshoot issues; communicate/escalate issues, etc.
- Provide MIS to Senior Management on a regular basis
- Respond to internal queries re on board statuses
- Regular participation at Sales meetings for client prioritization decisions and statuses
- Proactively identify and execute process improvement proposals to streamline activities, improve quality, and reduce inefficiencies in the operating model
- Partner with IT to develop and implement technology initiatives
Person Requirements - Requirements: Minimum of 5-7 years working experience in a client service environment
- Strong knowledge of Capital Markets and related Barclays product offerings
- Strong presentation, writing and analytical skills; proficient in all MS Office applications
- Self motivated; strong organizational skills; detailed oriented
- Ability to work in a time sensitive environment and handle multiple urgent tasks simultaneously
- Ability to communicate effectively with Senior Management
- Ability to successfully influence many different groups and individuals to deliver high quality and timely deliverables
- Ability to directly address conflicts and escalate issues where appropriate
- Solutions oriented, excellent analytical and problem solving skills
- Comfortable working with a team and individually to deliver results
- Commercial mindset, strong sense of accountability and ownership over client experience
- Appropriate regulatory licenses/registrations required