Vaga de parceiro

Client Services Executive - Campinas / SP

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Detalhes da Vaga

  • Escolaridade Não Informado
  • Segmento Não Informado
  • Salário Não Informado
  • Área de AtuaçãoDiversos / Outros

O que você irá fazer

  • The group provides comprehensive breadth and depth of coverage across four core services: clearing, agency and execution, market making, and hedging and investment solutions.
  • It has a leading franchise in many major metals, energy and agricultural products, with access to 60 exchanges.
  • The group provides access to the worlds major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers.
  • With more than 40 offices worldwide, the group has over 2,300 employees across Europe, Asia and the Americas.
  • Marex Solutions is a division of Marex specializing in the manufacture and distribution of customized derivative products on Equities, Commodities, Credit, FX, Funds, Fixed Income and Digital Assets.
  • These products are distributed to customers through two specialist channels: Hedging Solutions and Financial Products.
  • For more information visit Role Summary The Client Services Executive will be part of the Marex Hedging Solutions Division based in Brazil.
  • The role is primarily to assist the sales team in the Onboarding phase of the client acquisition stage and periodical reviews and extends to the management of the lifecycle of client relationship and transactions and is a client facing role.
  • The perimeter encompasses all asset classes and client types under HS current mandate Responsibilities: Responsible for the KYC process within Marex Hedging Solutions across both new Client Onboarding and Periodic Reviews Liaising between prospective clients and Sales to gather all information and documentation requirements for the onboarding of clients to the MS platform.
  • Performing periodic reviews for clients by confirming KYC data requirements, collecting relevant KYC information etc.
  • Act as a key point of contact for Client support activities originating from clients and across several internal desks (Operations, Margins, Treasury, Compliance, Legal) Develop a good understanding of key systems and end to end processes across the Marex Solutions Ability to quickly understand and resolve client issues Co-ordinate with internal teams with regards to lifecycle management related activities e.
  • g.
  • , account opening & closing, KYC period reviews, mandate changes, operational set up, SSIs, Agile etc Identify opportunities for improving the customer experience Liaise with clients and Marexs anti-financial crime team regarding sanction/AML queries on payments Assist with day-to-day account management activities including expiries, reconciliations, settlements, wire outs, margin calls Ensuring compliance with the companys regulatory requirements under the FCA Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values At all times complying with the FCAs Code of Conduct To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility To report any breaches of policy to Compliance and/ or your supervisor as required To escalate risk events immediately To provide input to risk management processes, as required.
  • Skills and Experience Proven experience in Onboarding/ KYC procedures and regulations in the UK and under EMIR/MIFID environment Display excellent communication skills while liaising with clients Ability to interact smoothly and effectively with multiple internal stakeholders involved in the specs of his/her role, namely KYC, QC, EDD, FC, Legal, Credit and sales teams Proven knowledge of Microsoft Office applications as well as internal apps and system.
  • Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this.
  • Competencies Excellent verbal and written communication skills A collaborative team player, approachable, self-efficient and influences a positive work environment Demonstrates curiosity Resilient in a challenging, fast-paced environment Excels at building relationships, networking and influencing others Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness Conduct Rules You must: Act with integrity Act with due skill, care and diligence Be open and cooperative with the FCA, the PRA and other regulators Pay due regard to the interests of customers and treat them fairly Observe proper standard of market conduct Act to deliver good outcomes for retail customers Company Values Acting as a role model for the values of the Company: Respect - Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm.
  • We respect our clients and always treat them fairly.
  • Integrity - Doing business the right way is the only way.
  • We hold ourselves to a high ethical standard in everything we do our clients expect this and we demand it of ourselves.
  • Collaborative - We work in teams - open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork.
  • Working well with others is necessary for us to succeed at what we do.
  • Developing our People - Our people are the basis of our competitive advantage.
  • We look to grow our own and make Marex the place ambitious, hardworking, talented people choose to build their careers.
  • Adaptable and Nimble - Our size and flexibility is an advantage.
  • We are big enough to support our clients various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements.
  • A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction.
  • Marex is fully committed to the elimination of unlawful or unfair discrimination and values the differences that a diverse workforce brings to the company.
  • #LI-DG1 #J-18808-Ljbffr

Informações Adicionais

  • Quantidade de Vagas 1
  • Jornada Não Informado
 

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