Operational Onboarding Specialist

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Department: Insto Markets COO

Division: Institutional

We strive for a world where people and communities thrive, driven by our goal: to improve the financial wellbeing and sustainability of our millions of customers.

The primary function of Onboarding Specialists is to support the daily activities of Markets Client Data Teams.

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 compliance with Markets regulation and internal policies and correct and relevant information linked across relevant systems.

As part of daily activities, teams 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.

Our bank is changing and we're changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at our bank, 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 policies 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. We foster a culture of growth, so if you have most of these things in your toolbox, we'd love to hear from you.

We operate across more than 30 markets. Our team plays 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 who we are. 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.