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CIB - Associate - Acct & Reference Data - Manila

Req #: 170116138
Location: Taguig City, 00, PH
Job Category: Operations
Potential Referral Amount: 0 Philippine Peso (PHP)
The PM will work closely with Global Implementation, Service & Operations teams to provide flawless service delivery to clients. The manager will be expected to suggest improvements to procedures or work flow to enhance quality and productivity. The manager needs to have the ability to understand client segments and apply different servicing approaches based on knowledge level.
The broad responsibilities are as listed below:
  • Typically responsible for daily activities of a group (individual contributors, Supervisors/Team Leaders) in the Account Initiations, Setup & Entitlements area.
  • Responsible for acting as a liaison between Client Service and all the operations units servicing clients
  • Partner with product and internal CIB colleagues to effectively address client issues that fall outside of internal and client SLA’s
  • Proposes and implements procedures to deliver responses to customers, organizes workflow and processing activities, and ensures resource allocation.
  • Makes recommendations on process improvements and provides guidance on more complex operating procedures.
  • Participates in the development of goals and execution of strategies within a department
  • Leads the team meetings and brings issues to the attention of senior managers.
  • Reviews reports and scorecards to gauge health of KRIs and KPIs. Assists in preparation of operational plans. 
  • In an individual contributor role, functions as a lead contributor with advanced knowledge of area of specialization and significant exposure to broad department activities.
  • Participate in various department and team projects to exceed Client expectations.
  • Establish and maintain relationships with internal / external clients at multiple levels in order to effectively assess service levels and work to continually improve the operational effectiveness.
  • Extensive people management experience; responsibilities will involve right hiring and staffing recommendations. Will be responsible for people development, talent management & people retention process.
  • Graduate of a bachelor’s degree with at least 5-7 years of relevant experience in process management and team management.
  • Knowledge on the capital markets & custody operation will be an added advantage.
  • Excellent organization & time management skills. Should exercise good judgment in prioritizing client deliverables.
  • Has to be extremely client-focused and result-oriented in approach.
  • Should be a quick learner and should possess excellent Analytical skills.
  • Excellent people management skills and engagement.
  • Effective communication, negotiation & conflict handling is mandatory.
  • Should understand the big picture and think out of the box to resolve client problems.
  • Keen attention to detail and ability to understand complex processes.
  • Maintain composure in stressful situations.
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