Account Manager
Core
Supporting a portfolio of intermediary clients in a fast-paced financial markets environment by managing trade queries, onboarding, and post-trade operations.
Role type
Account Manager (Financial Markets)
Builds
Client relationships and trade resolution workflows for intermediary clients
Domain
Financial Markets / Capital Markets / Wealth Management
Deliverable
client delivery
Required skills
Trade support, settlements, account reconciliation, client onboarding (AML/KYC), trade capture, inventory management, corporate actions, cash and holdings management
Preferred skills
Financial markets knowledge, CHESS, ASX settlement processes, IRESS, FIX, SWIFT, GBST platforms
Responsibilities
Supporting onboarding of new client accounts including AML/KYC requirements; Managing day-to-day client and trade queries; Supporting trade capture, bookings, confirmations and allocations; Completing trade and account reconciliations; Supporting settlements including pre-matching and inventory management; Assisting with corporate actions and cash management
Seniority
Junior to Mid-level, hands-on IC