Onboarding Specialist, Pre Trade Services

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Department: Insto Markets COO

Division: Institutional

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

The primary function of Onboarding Specialist-Pre-Trade Services is to support the daily activities of Markets Client Data Team.

Markets Client Data is a global hub team supporting Australia, Singapore, Hong Kong, London, New York. The hub team functions in close partnership with Pre-Trade Services, Sales, Relationship, Credit, Legal, Compliance and Operations to ensure efficient and timely Market/regulatory setups and lifecycle updates. The team will focus on New to Markets Setups and any amendments during Lifecycle. In addition to ensuring data and systems are setup correctly, the team also runs controls to ensure (1) compliance with Markets regulation and internal policies and (2) correct and relevant and linked across relevant systems.

As part of daily activities, team will work with Front Office, RMs, Compliance, and other enablement function teams and therefore excellent inter-personal skills are required.

• Workflow Management: Tight monitoring of all the workflows across all the regions to be performed daily and check if all requests are completed on a timely and accurate manner.
• Email request monitoring and assignment: Regular reviewing of the Email box and ensure the requests are completed as per SLA/prioritization of urgent requests and zero outstanding at EOD. Also need to ensure proper handover to the next shift with business justification for non-urgent requests.
• Bulk Request management: Ensure ETA is negotiated as per the standard SLA for all bulk projects and the same is completed by the team without any SLA breach. Also need to push back or engage relevant teams to renegotiate ETA/reprioritize the request.
• Responding to Escalation: Demonstrate quick and responsive approach for all the escalations and ensure to follow the hierarchy and keep Line manager and relevant management in loop in all the email communication.

Banking is changing and we're changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you'll be building your future, while helping to build ours.

As an Onboarding Specialist, you will:

• Ensure tasks are carried out within policies and procedures avoiding costs due to delays, compensation claims, operational losses i.e. minimize operational loss.

• Work efficiently with the customer to elicit change requirements that are fit for purpose, recommending appropriate stakeholders to be involved with elicitation activities.
• Maintain relationships with internal and external stakeholders and communicate requirements clearly and concisely.

• Adhere to established ANZ policy and procedures and display an understanding of project and program practices and governance.
• Participate in the continuous improvement of project and governance processes.

• Display a positive attitude, operates with a collaborative approach, and actively support the team in successful delivery of assigned task.

To grow and be successful in this role, you will ideally bring the following:

• Experience within the financial services industry, regulatory compliance, Markets Product lifecycle. Quality assurance experience preferred.
• Extensive knowledge of financial services operations.
• Strong understanding of Markets Products and their Lifecycles
• Good understanding across regulatory requirements. Regulations like Dodd Frank, FATCA, CRS, EMIR, MiFID, and workflow tools.
• Must be able to work and thrive in a fast paced, high intensity, high demand and deadline driven environment.
• Team player & Self-motivated, committed to team & task, sharing knowledge, helping team members, Self-driven & highly motivated, organized working style.
• Able to go the extra mile, Solution-oriented attitude, pragmatic, Good problem solving skills, committed to Quality framework, Following & Improving processes, Able to follow corporate reporting standards.
• Able to deal with highly confidential information in a professional manner, organized, trusted, committed to a long term employment.
• Excellent computer skills, advanced proficiency in Microsoft Office products.
• Strong communications skills (written and verbal)

You're not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we'd love to hear from you.

ANZ provides banking and financial services and operates across more than 30 markets. We are among the top 4 banks in Australia, the largest banking group in New Zealand and Pacific, and among the top 50 banks in the world. With more than 2,000 people, our team in Manilla play a critical role in executing our strategy and deliver what matters most to our customers and the bank. We continue to grow our professional services capabilities to support our customers around the world. Our expertise and services make us a bank, and our people, purpose, and culture makes us ANZ. We\'re proud of the inclusive culture we're renowned for where 90 percent of our people feel they belong.

We provide our people with a range of benefits including access to health and wellbeing services. We also have flexible working options so that our people can 'make work, work for them'.

We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability, let us know how we can provide you with additional support.

To find out more about working at ANZ visit . You can apply for this role by visiting ANZ Careers and searching for reference number 102275