The main objective of the Prime Services On-Boarding Team is to provide support for Sales within the EMEA region for :
On-boarding new clients to the firm.
Extending existing relationships within the firm.
Assisting in any projects that impact or are impacted by any of the above.
The Team coordinates the on-boarding process from front to back to move clients from prospect’ to customer’ in the shortest possible time, and provide a synchronized approach to servicing our clients.
Work as a single point of contact for our clients and internal sales teams by tracking the pipeline of all onboardings, providing immediate advice on any account opening issue that is preventing or slowing business, ensure high standards of Ethics and Control are maintained during account opening processes, assist in ad-
hoc / ongoing regulatory projects and improve quality of client static data on CS internal databases. The team provides a fast, efficient, streamlined and transparent on-boarding experience.
Provide full assistance to Front Office personnel on a / c opening including KYC, Credit and Legal processes including regular updates.
Understand and communicate account structures to Front Office staff, liaise with Client (and sales personnel where appropriate) to obtain required information, and coordinate delivery of appropriate documentation to various internal stakeholders (e.
g. KYCD, Client ID, Credit, or Legal) as appropriate.
Take personal ownership for following up on all steps in the account onboarding process while maintaining a busy book of work and also providing a high level of client service.
Proactively follow up on legal negotiations, schedule calls (internal and external) to facilitate negotiations, and suggest solutions or escalate for approvals.
Become subject matter expert on regulatory framework driving account opening processes for Prime Services, and keep abreast of associated changes.
Understand and communicate importance of Ethics & Control surrounding CS account opening processes and procedures.
Identify, investigate and escalate potential control issues regarding account opening processes.
Assist the Front Office to implement projects related to static data maintenance, "Know Your Client" reviews or other general account related requirements.
Assist the Front Office to implement projects related to regulatory changes, or associated remediation arising from regulatory changes.
Open to discussing flexible / agile working.
Knowledge of the operation and / or control environment at Credit Suisse (strongly preferred).
4+ years of experience in Financial Services preferably in a Client Onboarding or related role.
Proficient in financial / strategic analysis; ability to conduct complex analysis under tight timelines.
Advanced Excel, PowerPoint and Word skills.
Knowledge of ISDA Master Agreement and related Annexes a bonus (desirable but not required).
Highly motivated, willing to work in both team and independent situations depending on current workload.
Maturity to work with senior level professionals and external clients
Excellent verbal / written communication skills.
Highly organized and efficient at multi-tasking is essential for this role
Credit Suisse is committed to providing equal employment opportunities, regardless of ethnicity, nationality, gender, sexual orientation, gender identity, religion, age, civil partnership, marital or family status, pregnancy, disability or any other status that is protected as a matter of local law.