Client Services Analyst

We are seeking a Client Services Analyst with experience in Middle Office or Client Services operations, particularly in the processing of share transfers, trades, loans, and bonds. This role involves working closely with clients via email and collaborating with internal teams to ensure smooth and accurate handling of transactions using our internal platform. Strong communication skills, attention to detail, and a proactive, solutions-focused mindset are essential.

Deal Management

• Collaborating with Directors and the operations team to take on deal management responsibilities and update the deal-specific files.

• Onboarding of new deals and clients on our designated platform.

• Preparing the deal specific consents and sending out notices.

• Tabulating and reporting results of consent solicitations accurately.

• Engaging with various stakeholders in relation to clients' Know Your Customer...