You will provide a single point of contact to all external Prime Brokerage clients and to the business itself respective to all Asset Servicing needs.
Responsible for query management, break resolution, entitlement inquiries and chasing for elections.
Measure, analyse client work drivers and scorecard activities targeting efficiency.
Offer training assistance to clients around CS tools and online capabilities.
Document small change & process improvements.
Participate in and prepare for client visits, roundtables, various working groups.
Credit Suisse maintains a Working Flexibility Policy, subject to the terms as set forth in the Credit Suisse United States Employment Handbook.
She / he will be a subject matter expert in Asset Servicing market knowledge & processing with special focus on Corporate Actions.
3+ years experience as a minimum.
Responsible for voice of customer facilitation and own the maintenance of the relationships. Day to day contact with Prime hedge fund clients.
Excellent written and oral communication across all audiences is essential.
Risk orientated, able to work against sensitive deadlines in a controlled environment.
Able to contribute business requirements and execute test plans as needed.
Knowledge of Equity / Fixed Income settlement & Derivative transactions a plus.
Shows drive, passion, works persistently through obstacles to create positive impact and value for the bank. Approaches situations with an entrepreneurial perspective.
High integrity, maintains confidentiality at all times. Fully complies with the code of conduct; acts responsibly protecting the reputation of the bank and mitigating controlling risks.
Takes visible responsibility for establishing, preserving and growing deep strong relationships with clients / colleagues.
Communicates effectively across all levels of the client's organization.
Shows genuine interest in advancing people, gives credit, empowers and provides actionable feedback. Takes a strategic perspective to decisions.
Results-orientated with a superior ability to execute as well as creatively solve problems; combined analytical and persuasion skills with a comfort and flexibility to work with all levels of the organization.
Has the expertise to create strong outcomes.