Responsibilities:Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenancePromotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developmentsDeepens and enhances existing relationships with institutional clients during client meetings and interactionsCoordinates on internal processes and documents to deliver a quality and on time product to Global Markets clientsOwnership and management of client onboarding experience E2ETimely review of all active onboarding cases and escalation of SLA breaches; expectation to meet client go live date and advocate internally to achieveLiaising with other internal departments to ensure go live date metInvolvement in ad hoc projects for new processes or industry initiativesManagement of KPI data to ensure overall onboarding portfolio is balanced and achievable. Candidate will be able to manage own time and know when to escalatePrevious experience within a client service team with particular focus on Trade Management or Client IntegrationKnowledge of Operational Risk, AML/KYC Policy and Procedures, and Trade Lifecycle ManagementDesired Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.