US Client Integration Team Leader, USA-NY-New York City
US Client Integration Team Leader
Company:
Barclays Capital
Location:
USA-NY-New York City
Remuneration:
Competitive
Position Type:
Permanent
Employment type:
Full time
Updated:
24 Nov 2009
eFC Ref no:
586201
Department Overview
Barclays 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.
Department Overview
Barclays 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