Members of this team will be involved in setting up our file transfers from end to end. They will handle the delivery of the files from the initial contact with the brokers to the point where the files are being delivered daily to our client environments. They will work on getting website and SWIFT access for the relevant internal teams and will update a tracking page on our intranet for each on-boarding project.
Responsibilities
Initiate contact with new and existing brokers and third parties
Secure the relevant permissions from our clients
Set up web and e-mail access to files for internal client teams
Work with our Application Engineering group to set up FTP accounts
Create XML workflows to process files coming from external sources.
Track progress when on-boarding new clients
Conduct meetings with clients and brokers
Confirm receipt of files
Maintain lists of client, broker and third-party contacts
Check daily file delivery
Devise methods for improving process efficiency
Provide regular progress updates to management
Requirements
Extremely strong verbal and written communication skills
Extremely strong interpersonal skills
Strong organisational skills.
Strong MS Excel skills. Experience of formulas and external data imports.
Basic knowledge of SQL.
Some experience using XML.
Proficient in VBA.
Strong knowledge of File Transfer Protocol.
Experience with data encryption, preferably using PGP.
Experience of Project Management and project tracking tools an advantage
Some knowledge of financial products an advantage
Ability to be flexible and work effectively both within a team structure and independently.
Good initiative with the ability to identify when escalation is required.
Reliable, Dependable and Approachable
Committed
Ability to positively influence team morale
Take ownership of designated tasks
Act as a role model for the client
Experience
1-2 years’ experience in similar role an advantage.