The role involves day-to-day oversight of customer accounts, security, and pricing data across multiple systems within a global financial services environment
Job Summary
The role involves day-to-day oversight of customer accounts, security, and pricing data across multiple systems within a global financial services environment.
Candidates must be willing to work the NAM Shift from 11pm to 9am while ensuring strict compliance with firm policies and regulations.
This position offers opportunities to supervise junior staff, manage project initiatives, and provide guidance to the team on performance and training needs.
Matching Summary
The role involves day-to-day oversight of customer accounts, security, and pricing data across multiple systems within a global financial services environment.
Skills & Requirements
Must-have
2-4 years client data management experience
Global financial services organization background
Willingness to work NAM shift 11pm to 9am
Customer account and pricing data maintenance
Risk assessment and compliance adherence
Nice-to-have
Backup capability for manager role
Team direction and performance evaluation skills
Project initiative management experience
Strong ethical judgment in business practices
Training requirement identification abilities
Key Requirements
Bachelor's degree or equivalent experience
2-4 years relevant experience in client data management
Financial services related qualifications (e.g., IAQ)
Experience within a global financial services organization