(f/m/d) Customer Transition Associate

Clearstream's investment funds services enable banks and other investment fund distributors to move towards standardization, automation and straight-through processing of investment fund orders. Being in the Global Funds Operations Team, you will be responsible for ensuring the smooth onboarding of existing / new customers to the Clearstream investment funds order routing platforms by providing planning/ support in their migration and servicing of existing clients.

Tasks/ Responsibilties

• Customer Implementation: Planning and implementing of client’s migration and providing support during client’s migration; ensuring client’s readiness on Day 1.
• Act as primary point of contact for customers, fund agents and internal stakeholders during the onboarding phase (Conference calls, client demos, service review calls, escalations)
• Agent/dealer code collection and processing: Account opening with fund managers/ transfers agents
• Static data setup and data maintenance.
• Respond to ad-hoc customer or fund agents’ queries and assist in the issue-resolution process by liaising with other sections of Investment Funds Services Department.
• Undertake reviews of the above activities to suggest changes/improvements and identify development and training requirements
• Vestima, Vestima Prime, setup design and guidance, testing & implementation (Swift 15022/20022, Browser, File Transfer(SFTP), API)