Subject Matter Expert – Client Servicing OEMS FIX Operations

Responsibilities:

• Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs.

• Trusted to deliver accurate, timely and thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify multiple complex topics.

• Effectively communicate and collaborate with a global team to accurately resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics.

• Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery periods, and develop repeatable, scalable processes.

• Spread your knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs.

• Proactively work towards continuous improvement of processes, procedures, tools and resources within the team.

• Manage and consistently complete assigned projects and coordinate necessary resources.

• Key contributor for knowledge base and SOP documentation, leading efforts to drive client self-service.

Required Skills: 

• Possess deep knowledge in their area of expertise.

• Broad industry expertise in investment accounting, using skills to contribute to the development of company objectives and principles.

• Can own multiple projects at a time, achieving goals in creative and effective ways.

• Strong computer skills, including proficiency in Microsoft Office.

• Excellent attention to detail and strong documentation skills. 

• Outstanding verbal and written communication skills. 

• Strong organizational and interpersonal skills. 

• Exceptional problem-solving abilities.

Education and Experience:

• Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization.

• 5+ years’ relevant experience.