Senior Account Manager - Middle Office
We are seeking a highly skilled Senior Account Manager to join our Outsourced Middle Office team. The ideal candidate will be based in either Sydney or Melbourne and will play a crucial role in ensuring clients receive high-quality Middle Office services.
About the Role
The primary purpose of the Middle Office team is to execute daily production, manage queries, resolve issues, and deliver on client change while continually developing the operating model.
Key Responsibilities
* Manage client escalations and issues for Middle Office
* Lead Middle Office updates in Client Service reviews and Ops to Ops meetings
* Build strong collaborative relationships with clients
* Elevate client issues appropriately for resolution within the broader MO
* Analyse Client reporting and identify opportunities for efficiencies and service enhancements
* Chair the Middle Office Client Forum
* Support client change and new services initiatives as required
* Generate ideas for process improvement to systems and processes
* Adhere to the risk and control framework, including the maintenance and update of internal procedures
* Effectively manage incident process and maintain back-up and contingency plans in case of system outages
Requirements
* Over 5 years of experience in a similar role
* At least 5 years of experience in an Account Manager capacity
* Tertiary Degree - preferably in commerce and finance
* Detailed knowledge of fixed income, equities, foreign exchange, cash & FX markets, corporate actions, and derivatives
* Solid understanding of outsourced Middle Office services
* Proficiency in software applications: TradeFlow, Hi-Portfolio, Calypso, IntelliMatch, MS Word, and Excel (intermediary/expert level)
Technical Skills
* Experience with TradeFlow