Client and Transaction Services Officer This role supports trade processing, corporate actions, and asset transfer activities. It 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