Client Service and Transaction Officer
1 mese fa
Description
:Overview:
Trust and Agency Services in Italy provides Trustee and Agency services to Corporate and Financial Institution issuers for short and long-term debt issuances and financings, with a focus on structured finance, conventional debt, project finance and specialized services such as business escrows.
The candidate we are looking for will be responsible for:
Managing a diverse portfolio of existing ABS/Bond/Escrow transactions Managing a dedicated client base, with a view to enhance existing relationships through improved service and develop a service model and reputation that attracts new clients Supporting the implementation process of new deals, including internal/external set up and documentation review, in conjunction with internal Teams and various external counterparties involved (Euronext Milan, Bank of Italy, Law Firms and Rating Agencies) Dealing with external and internal stakeholders to efficiently and effectively serve TAS clients Overseeing the completion of client onboarding/KYC packs procedures for both new clients and existing clients, in case of KYC reviews Execution of cash and securities instructions to be actioned by Operations in relation to existing transactions Preparation and distribution of Investor Reports to clients within the timeframe stated in the transaction documents Monitoring compliance tests and trigger events, within the timeframe set out in transactions documents Fee Billing activity monitoring Timely escalation of clients queries Any other duties or projects as requiredSkills and Experience:
Degree in Economics or Law 4/6 years of experience in similar role Able to join and onboard quickly and establish positive relationships with the team Resilient to fast paced environment, able to work well under pressure Good communication and negotiation skills Personal development attitude Ability to contribute to the success of the team Fluent in English Proficiency in Microsoft Office ToolOur values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance.
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