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Client Reference Data Specialist - Associate

Job Description

Client Reference Data Operations is a client facing group whose responsibilities include onboarding clients, establishing accounts, and set up and maintenance of information in reference databases. It is a global team with more than 400 employees across seven locations. Client Reference Data plays a critical role in data management for Corporate & Investment Bank (CIB) as well as ensuring data integrity and controls are done with respect to new and existing relationships..     

The Client Reference Data Specialist will be responsible for overseeing project initiatives relating to data remediation across several applications.  Responsibilities to include reporting, developing and testing standard operating procedures and evidencing controls.   The role will require high profile engagement across a number of different global departments as operational and strategic enterprise enhancements are implemented. 


Position Responsibilities


·    Oversee project initiatives with the global Client Reference data space overseeing the adoption of broad enterprise initiatives within the central client application.  

·     Lead and support the scoping and of all projects having an impact across Client Reference Data processes and associated applications.

·    Participate in enterprise scoping: attend meetings and review requirements documentation, providing detailed feedback to management and Technology stakeholders

·    Guide remediation efforts relating to systemic client reference data integrity issues.

·    Produce project materials at all stages of project development lifecycle - current state process flows, business use cases, gap analyses, functional specifications, test plans and test scripts, and user training materials

·     Review project materials with stakeholders and coordinate sign offs of deliverables

·    Lead project coordination effort with major business and technology stakeholders

·    Manage timely execution of project plan and provide regular updates to project stakeholders

·     Ensure projects are completed within established time and budget schedules and in compliance to enterprise project management standards for the respective program

·    Own creation and monitoring metrics, provide trending analyses, make recommendations to mitigate issues and implement

·     Supervise and publish detailed metric reporting across the Client Reference Data space and circulate and present to senior management, producing bespoke reporting as needed.  

·    Identify and investigate aged items on metric reporting, providing options available to manage and mitigate them and coordinate corrective action

·     Management of staff, assessing work allocation and  capacity to identify bottlenecks and introduce process efficiencies

·     Provide specific, detailed weekly active feedback and updates to Ops Management Team on Off-boarding initiatives

·    Ensure all project initiatives and timelines are effectively communicated across global Client Reference Data teams

·    Monitoring the effectiveness of staff performance ensuring expected performance levels are met and manage as appropriate.  Hold staff meetings to build communication / engagement and enhance the effectiveness of staff performance.

·    Escalation point for team supervisors where subject matter expertise required

·    Actively participate in projects and meetings

·    Interact closely with global team members and product stakeholders


·   Project manager/business analyst with at least 5 years  of financial industry experience working on large scale, global technology initiatives

  • Ability to learn and use multiple, complex databases and systems in a relatively short timeframe
  • Experience with client on-boarding, reference data systems, data governance and data quality

·  Experience in managing complex projects from inception to delivery

  • Experience in full systems development lifecycle from project initiation, requirements definition, user acceptance testing through implementation
  • Experience in writing test plans, test scripts and test cases
  • Strong client focus and relationship-building skills across lines of business and levels
  • Demonstrated attention to detail
  • Able to communicate articulately, both written and verbally, to all levels of staff and management, and influence and support decisions
  • Ability to work independently, as well as in a team environment
  • Proficiency with MS Office applications (Word, Excel, Power Point)
  • Experience with Client Central
  • Robust analytical skills and judgment
  • Ability to independently make 'client-centric' decisions
  • Ability to recognize and appropriately escalate issues and discrepancies
  • Knowledge of, experience with, and ability to apply process improvement and process control concepts
  • Ability to create and foster cross-LOB partnerships
  • Strong influence and negotiation skills to drive process control, changes, and provide supporting rationale
  • Strong analytical ability
Req #: 160034559
Location: Newark, DE US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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