Job Description

The Client and Transaction Services Officer support trade processing, corporate actions, and asset transfer activities. This role serves as a critical link between front office and operations teams to ensure accurate and timely execution of investment transactions and related processes.


Responsibilities:

Trade Processing & Validation:

  • Validate and error-correct trade orders in our wealth system, ensuring accuracy in pricing, fees, and settlement details.

  • Coordinate with internal teams for trade confirmations and resolve discrepancies promptly.

    • Corporate Actions Management:

  • Monitor and communicate upcoming corporate actions to Front Office.

  • Provide clear guidance and client-friendly communication on action options and deadlines.

  • Liaise with Operations to ensure timely client responses and accurate execution.

    • Asset Transfers & Settlement Coordination:

  • Facilit...

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