Typical Day in the Role:
• Champions a customer focused culture to deepen client relationships and leverage broader client relationships, systems and knowledge.
• Support the Associate Director, Off-Boarding & Client Lifecycle Management to drive successful execution and completion of client off boards in a controlled and timely manner across GBM Canada
• Engage business and develop business partnerships to gain buy in to strategic off boarding
• Deepen key strategic client relationships and to leverage broader client relationships, systems and knowledge.
• Support the development of a robust client off boarding operating model in order to timely exitrisky or nonstrategic clients which have been approved by the business.
• Provide accurate and complete management information on status, risks and issues with the process and escalate any control weakness.
• Supporting the relevant remediation initiatives as assigned, including planning, tracking, execution, as well as developing robust process, relevant training materials and procedures documents.
• Understand how the client's risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of their respective areas in accordance with client's Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champions a high-performance environment and contributes to an inclusive work environment.
Must Have Skills:
• 2-4 years experience as a Data Security Admin
• 2-4 years experience with global banking and capital markets business in a client facing capacity
• Knowledgeable about end-to-end workflows among the Front, Middle, and Back Offices
• Proficient Excel and PowerPoint skills with experience in developing executive level presentations
Nice to Have Skills
• Prior client Off-Boarding & Client Lifecycle Management experience is an asset
Soft Skills
• Must be able to operate effectively within a stressful environment with changing priorities and tight time frames which are closely scrutinized by Senior/Executive Management
• The position requires business acumen, sound judgment and critical thinking skills.
• Excellent oral/written communication, relationship management, and time management skills are a must
• Fast learner, strong analytical skills and critical thinking capabilities to frame and structure complex issues effectively and develop insights and recommendation.
• Change agent with high energy, demonstrated strong ability to work under pressure, deal with ambiguities and uncertainties, and drive results
• Strong communication, organizational, project management, and planning skills
Education:
• University degree in business, finance, Law or other relevant field; PMP, CAMs designation or
experience is asset.