Key Areas of Responsibilities
- Liaise with sales traders and clients to ensure accurate and timely account setup
- Escalate and resolve outstanding confirmation issues promptly
- Serve as a Japan-based resource to ensure CLSA delivers high-quality operational service that meets client expectations
- Perform end-of-day (EOD) order allocations
- Enhance sales trader efficiency by resolving confirmation-related issues
- Collaborate with sales traders and dealers to monitor and report error/facilitation positions
- Proactively monitor confirmation and settlement reports to resolve issues before escalation, especially for offshore clients
- Manage and maintain static data for sub accounts to support smooth operational workflows.
Requirements
- Bachelor's degree or above
- Minimum 5 years of relevant experience in the financial industry (Trade Support / Middle Office experience preferred)
- Ability to work dynamically across multiple teams and deliver results
- Confidence and maturity in communicating with internal and external stakeholders at all levels
- Ability to meet objectives within tight timeframes
- Strong attention to detail
- Business-level English proficiency
- System knowledge (preferred): CTM, T-wave, Smart Bridge, ISTAR
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