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Position supports the systems, functions, processes and procedures for Liquidity Management client account onboarding. Collaborates in the creation of processes, supports and plans for the enterprise wide Global Onboarding effort to digitize client account information and creation. This role supports Liquidity Management clients across the product continuum, with an initial primary focus on SVB Asset Management. This position will liaise with SVB Bank teams, Liquidity Advisors, Portfolio Management, and our service providers to ensure excellent client experience and manage system risk as portfolios are implemented in Liquidity Management systems. The individual will generate reports on routine basis and reconcile information between systems. Requires the ability to gain a comprehensive knowledge of market and Liquidity Management processes and regulations which enables them to prioritize work.
Coordinate multiple stakeholders from Silicon Valley Bank, Liquidity Advisory team, Portfolio Management, and our service providers to successfully onboard and enable clients to use the Liquidity Management solutions.
Generate status reporting to the leadership and advisory teams on a regular basis.
Partner with advisory teams to support all SVB clients with variety of servicing questions. Ability to guide the client through the onboarding process and paperwork successfully.
Ensure excellent client service and provide tailored support to drive an exceptional client experience and differentiate Liquidity Management solutions from the competitors.
Manage the technical implementation of the client portfolio into multiple applications owned by the Liquidity Management organization.
Partner with Global Onboarding program to incorporate enterprise-wide technology strategy into the onboarding process for Liquidity Management product continuum.
Acts as an advocate for the client and all business stakeholders within the lifecycle of client onboarding, ensuring that their needs are understood and addressed proactively.
Facilitates and coordinate client meetings with relevant stakeholders to answer or direct client questions as needed
Collaborates with Legal, Product, Compliance, et.al. on the creation of or updates to legal agreements under the supervision of the Head of Liquidity Implementation.
Collaborates with global operations and client support to resolve issues in a timely and effective manner.
Preferred skills include:
Strong communications and interpersonal skills; demonstrated ability to build trust and relationships, bridge communication gaps, resolve conflicts, and influence stakeholders at all levels
Excellent organizational skills and ability to sequence client support into logical, manageable work packages, tasks, and sub-tasks for execution
Technical aptitude and ability to quickly learn new products, lines of business, processes, software, systems, and client needs
Critical-thinking, business analysis, and process engineering skills to manage, contribute to, and foresee pitfalls in process-related deliverables
Bachelor's degree or equivalent work experience including -
2-3 years' experience in business process engineering, client service, operations, or middle office functions.
Minimum 1 years' experience in financial services
Internal Number: 6513538
About Silicon Valley Bank
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