Product Specialist - Advanced

Job Title:Product Specialist

Location: Bedford, NS

Duration: 12+ Months

Daily Responsibilities:

• Assist in monitoring, facilitating and improving operational processes and working with our internal partners to deliver constantly improving service to our clients
• Actively manage client lifecycle projects across the regional functional teams (KYC, AML, Legal, Operations, IT, Trade Surveillance) to ensure smooth and efficient experience for the trading desks and minimize operational risks
• Be accountable for achieving or exceeding daily targets, interacting with a large volume of clients and queries on a daily basis through multiple channels in a live trading and client focused environment
• Keep desktop procedures up to date and refreshed as process changes are made and reviewed as a whole on a minimum of annual basis. Ensure compliance with Firm Policies applicable to activities e.g. Global client onboarding procedures, KYC/AML etc.
• Be flexible in your work approach; you may be asked to push or pivot to successfully deliver results across initiatives, under strict timelines, regional time zones and products
• Deliver class leading client experience to the Client US customer base. This involves a hands on, bespoke service from client inception, through the KYC, any necessary pre-trade approvals, account opening process, ongoing relationship maintenance and then client off-boarding if necessary. Primary focus will be general across supporting our U.S Cash Management, Rates Derivatives (OTC) and FX business client base and may extend to other product/regional areas as required.
• Review and comply with Firm Policies and Standing Orders applicable to the business activities supported
• Facilitate and report the onboarding progress to business stakeholders, providing transparency and improved service and escalate as required
• Proactively identify operational risk/control deficiencies, risk loss events in the business accordingly
• Assist in the strategic initiatives for Onboarding / Client Experience solutions across process & system to improve scalability, efficiency and overall positive client experience.
• Other onboarding / trading / regulatory / legal related tasks and projects as directed by reporting manager

Must Have skills:

• Mature understanding of Capital Markets business and product offerings (Fixed Income, FX, Equities, Money Markets etc.)
• Excellent communication skills, both written and verbal
• Advanced computer skills (Office, reporting) - being technologically savvy a plus
• Bachelor’s Degree or equivalent
• A team player with a collaborative mind-set with strong interpersonal skills
• Proactive, team player, self-motivated with strong organizational and time management skills (must be able to prioritize and re-prioritize tasks to meet the fast paced demands of the trading environment)
• Strong Cash Management background / previous experience