Trading services Associate

Build your career in Trade Lifecycle while working in the world's most innovative bank which values creativity and excellence

Job Summary:

As a Trading Services Associate in the IPB closure team, you will be responsible for supporting the efficient and accurate closure of customer accounts for our international private bank clients. In this role, you will assist in the setup and management of a new team, ensure compliance with company policies, and maintain high levels of customer satisfaction during the account closure process. We value strong organizational skills, attention to detail, and a customer-centric approach, along with a solid understanding of the account lifecycle.

Key Responsibilities:

• Assist in establishing and supporting a new team of account closure specialists, providing guidance to ensure high performance.
• Support the account closure process, ensuring it is completed accurately and efficiently, with a thorough understanding of the fees and income processes.
• Address complex customer inquiries and issues related to account closures, ensuring a positive customer experience.
• Ensure all account closures comply with legal and regulatory standards, identifying and mitigating any potential risks.
• Assist in tracking and reporting on key performance indicators (KPIs) related to account closures, using data to drive improvements in processes and customer satisfaction.
• Identify opportunities for process improvements and support the implementation of changes to enhance efficiency and customer experience.
• Work closely with other departments, such as Customer Service, Legal, and Finance, to ensure seamless account closure processes.

Required qualifications, capabilities and skills:

• Bachelor's degree in Business Administration, Finance, or a related field.
• Proven experience in account management, asset lifecycle, and customer satisfaction.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Knowledge of account/financial products lifecycle, fees, and income processes.
• Ability to handle sensitive information with confidentiality.
• Proficiency in relevant software and tools.

Preferred qualifications, capabilities and skills:

• At least 8-10 years experience in the financial services industry.
• Knowledge of regulatory requirements related to account closures.
• Experience in project management and implementation.