Associate, Global Client Assistant

Posted 1 hour ago• Business & Finance

Job Description

About CLS:

CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day.

Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use.

CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market.

Our ambition to make a positive difference starts with our people. Our values underpin everything that we do at CLS and define our working environment:

Pivotal purpose
Trusted guardian
Targeted innovation
Facilitate connections
Delivering excellence
Inclusive culture

Job information:

Functional title - Global Client Assistant
Department – Client Engagement
Corporate level - Associate
Report to – Client Experience Lead, Client Engagement
Location – Hong Kong

The candidate will work within the Client Engagement (CE) team as a Global Client Assistant to support CE in their day-to-day client lifecycle. They will assist the global CE team, with a primary focus on APAC. The GCA will partner and collaborate with Client Managers servicing client tasks ensuring efficiency and effectiveness alongside high-quality standards. This role will focus on alleviating the routine and annual tasks required from Settlement Members and the wider client base being supported across a dynamic range of CLS products. Ensuring Client Managers are well supported with accurate, correct and up to date Client data will be essential via CLS’s Client relationship management tool (Gold-Vision). The role will further aid enhanced performance management via scheduled reporting, data collection and deck creation.

They will also play a key role in supporting the Hong Kong office, ensuring smooth operations are embedded across administrative duties. Close engagement with global workplace services will ensure all risks and controls are managed and mitigated. Additional support will be required through ad hoc projects and initiatives to optimise the office in keeping with CLS infrastructure standards.

What you will be doing:

Client Service

Partner with Client Managers to efficiently onboard new clients across the suite of CLS products
Provide regular MI across a range of pre-defined indicators, evolve MI landscape and propose continuous improvements
Building out frequent client requests to standardize, improve and enhance client experience
Effective management and escalation of new client prospects with client managers
Manage FX Global Code Statement of Commitment (SoC) Requests to be published on the CLS Index
Conduct 1^stLOD checks on all new opportunities ensuring effective KYC/AML oversight
Program manage pre-existing initiatives and pro-actively undertake new projects
Knowledge and awareness of internal policies and procedures alongside building relationships across key departments inclusive of Product, Onboarding, FCC, Legal, Operations, Technology and Finance
Differentiate client needs across the CLS ecosystem to drive enhanced service standards
Develop the GCA brand within CE and become go to GCA to support all aspects of client delivery
Support the Client Engagement team by responding to day-to-day client queries
Work with Business Management to support the global client engagement effort as required

CRM management and Reporting

Day-to-day management and oversight of Gold-Vision. Reviewing data to ensure global consistency and standards are met across:
- Accounts
- Opportunities
- Contacts
- Distribution lists
- Client campaigns
Cleanse and maintain data quality to ensure accurate data and information
Provide high quality reporting at scheduled and ad hoc intervals ensuring clear communication and analysis
Plan, organize and resource key deliverables ensuring updating and evolving calendars
Learn and understand Gold-Vision functionality to drive technology solutions and provide in depth output and analytics
Document all standard and ad hoc processes, develop and improve workflows and drive change

What we’re looking for:

Language skills essential – English and Cantonese (proficient written and verbal)
Language skills desirable – Mandarin / Japanese
Prior experience in financial markets useful. Understanding of FX an asset
Strong organizational and coordination skills
Excellent communication skills and able to build relationships
Solid familiarisation with Excel and PowerPoint
Excellent numeric and analytical skills
Ability to develop and maintain internal/external relationships
Team player
Ability to prioritise, schedule and work to deadlines
Excellent customer service skills
Ability to learn rapidly
Excellent organizational skills and attention to detail
Positive outlook
Keen to succeed and goal orientated

Professional qualifications / certifications

Bachelor’s Degree desirable

Our commitment to employees:

At CLS, we celebrate inclusion and consider this to be one of our strongest assets. We are committed to fostering an environment in which everyone feels comfortable to be who they are, and inclusion is valued. All employees have access to our inclusive benefits, including:

Holiday - UK/Asia: 25 holiday days and 3 ‘life days’ (in addition to bank holidays). US: 23 holiday days.
2 paid volunteer days so that you can actively support causes within your community that are important to you.
Generous parental leave policies to ensure you can enjoy valuable time with your family.
Parental transition coaching programmes and support services.
Wellbeing and mental health support resources to ensure you are looking after yourself, and able to support others.
Employee Networks (including our Women’s Forum, Black Employee Network and Pride Network) in support of our organisational commitment to embrace and always be learning more about inclusivity.
Hybrid working to promote a healthy work/life balance, enabling employees to work collaboratively in the office when needed and work from home when they don’t.
Active support of flexible working for all employees where possible.
Monthly ‘Heads Down Days’ with no meetings across the whole company.
Generous non-contributory pension provision for UK/Asia employees, and 401K match from CLS for US employees.
Private medical insurance and dental coverage.
Social events that give you opportunities to meet new people and broaden your network across the organisation.
Annual flu vaccinations.
Discounts and savings and cashback across a wide range of categories including health and retail for UK employees.
Discounted Gym membership – Complete Body Gym Discount/Sweat equity program for US employees.
All employees have access to Discover – our comprehensive learning platform with 1000+ courses from LinkedIn Learning.
Access to frequent development sessions on a number of topics to help you be successful and develop your career at CLS.