Client Outreach Associate
12 hours ago
City of London
Role Title: Client Outreach Associate (Regulatory & Internal Change Agenda) Location: London, UK On-site working Full time employment Start Date: ASAP Role overview • This role in the Client Engagement team, sits within the Client Lifecyle Management (CLM) group under the Global Corporate Investment Banking (GCIB) division at our client's London branch., • The purpose of this role is to support the outreach BAU pipeline whilst the current team work on a large-scale client transition project. The role requires the responsibility for the planning and execution of client outreach initiatives (covering regulatory compliance, industry and organisational change), working across our client's EMEA’s footprint to ensure seamless and consistent messaging with a client centric focus., • This role requires close collaboration with Compliance, Legal, Front Office, Change Management and Operations to support adherence to regulations and industry / organisation change while enhancing client experience. The Outreach Associate will often be the key point of contact for clients, providing them with guidance on (regulatory) obligations and gathering required information in a timely and efficient manner. Key responsibilities In this role you will be responsible for: • Forward planning of assigned initiatives where client outreach will be a requirement, • Definition of the future schedule of events, aligning across parallel campaigns and business areas (taking into consideration shared client base), • Draft and review client communications to ensure clarity, accuracy, and adherence to (regulatory) standards as well as alignment with branding policy, • Execution of assigned client outreach and transition initiatives in line with the organisation’s strategic roadmap, including document collection and issue resolution, • Serve as point of contact for clients on (regulatory-related) queries, liaising with relevant support (FO / Legal / Compliance) to provide clients with guidance on necessary steps, • Advising and educating areas of the organisation as to the considerations and options available when planning for a client outreach exercise, • Creation of MI status reporting across multiple business lines and functions within the organisation, • Identify opportunities to streamline and improve outreach processes to enhance compliance effectiveness and client experience, • Support the business with any Regulatory remediation exercises, taking into consideration client experience and balancing that with business requirements accordingly, • Coordination of new Regulatory requirements into the client onboarding process Functional/technical competencies required: • Exceptional communication skills – clear, concise and professional communication abilities, especially translating regulatory terms for client comprehension, • Demonstrated understanding of regulatory compliance requirements and their impact on client interactions, • Experience/knowledge in UK, European and US Regulation (e.g. MIFID, EMIR, Dodd Frank, CFTC, SEC), • Demonstrated strong project management skills with a focus on regulatory adherence, • Experience of managing large scale projects and projects in parallel, • Strong analytical skills to interpret large sets of data, • Strong track record of successful Client Outreach initiatives, with a “hands-on experience” of business subject matter expertise, • Tangible experience of Client Relationship Management within a complex organisational structure, with the ability to demonstrate successful outcomes of historic Client Outreach management, • Demonstrates initiative especially in a matrix organisation, • Broad knowledge of corporate banking products and services and how they impact or support clients across sectors / regions, • Broad knowledge of capital markets, credit, rates, equities and structured products, • Experience/knowledge in CRM platforms such as Salesforce, • Experience of online counterparty manager tools such as ISDA Amend to aid client outreach, leveraging on aggregated information sources, • Understanding of client agreements (ISDA, CSA, MCA, MRRA), • Microsoft Office suite including intermediate/advanced Excel skills Work experience required: One or more of the following is essential: • 3 - 5 years + experience in regulatory compliance, client relations or similar roles, preferably within Financial Services industry, • 3 - 5 years + experience in conducting client outreach or managing client interactions in a compliance focused environment, • 3 - 5 years + in Front Office (1LoD) management environment, • 3 - 5 years + Project management experience with a proven track record of delivery WHO WE ARE Quanteam Group is a Consulting firm specialized in the Capital Markets industry, in Paris, London, Krakow, Brussels, New York and North Africa. Since 2007, our 800 consultants provide major clients (Corporate & Investment Banks, Asset Managers, Hedge Funds, Brokers and Insurance Companies) with expertise in several projects such as Financial Engineering, Quantitative Research, Regulatory Implementation, IT Transformation & Innovation. The firm mainly takes part in: • Business consulting: Quantitative research, Risk management (e.g. Market risk, credit risk, counterparty risk), Banking regulations (e.g. Basel III, Solvency II, FATCA, EMIR, MiFID), Pricing & Valuation, Organizational Transformation & Process Improvement., • IT & Information systems consulting: Business Analysis, Project Management, Change management, Front Office Support (functional and technical), Development (e.g C++, Python, C#, Java, VBA), Financial Software (e.g. Sophis, Murex, Summit, Calypso), IT Transformation & Innovation. As part of Quanteam Group, Quanteam UK & PL has today more than 80 consultants, working for major Capital Markets institutions in London and Krakow.