Found Description
The Client Services and Data Management (CS&DM) team is mandated to execute the end-to-end onboarding and manage the entire client lifecycle for all direct clients, funds, shared clients, and broker counterparties within the Capital Markets lines of business.
Reporting to the Director, this role is essential for maintaining accurate, validated, and compliant client data throughout the client's tenure. You will be responsible for ensuring all existing and new global regulatory and reporting requirements—including those related to tax documentation—are met by collecting necessary data, executing client outreach, and storing information in the appropriate systems. You will serve as a key internal consultant and executor for large-scale regulatory remediation projects and strategic initiatives led by the Head of CS&DM.
Advantages
●Strategic Impact: Play a pivotal control role that directly impacts the firm's ability to transact globally, mitigating sign...
Reporting to the Director, this role is essential for maintaining accurate, validated, and compliant client data throughout the client's tenure. You will be responsible for ensuring all existing and new global regulatory and reporting requirements—including those related to tax documentation—are met by collecting necessary data, executing client outreach, and storing information in the appropriate systems. You will serve as a key internal consultant and executor for large-scale regulatory remediation projects and strategic initiatives led by the Head of CS&DM.
Advantages
●Strategic Impact: Play a pivotal control role that directly impacts the firm's ability to transact globally, mitigating sign...
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