Client Services Professional

Key Responsibilities

• Prepare and send event notifications for structured financial products ensuring accuracy and timely communication
• Handle audit confirmation requests for capital market and corporate banking clients
• Generate audit reports using tools like Business Objects and other reporting systems
• Prepare weekly and monthly fact sheets comparing product performance with market benchmarks
• Perform valuation checks across Bloomberg, Reuters, and other financial platforms and report discrepancies
• Conduct daily reconciliation of financial data and share reports with key clients
• Support Bloomberg page creation for new financial products using Excel macros and publishing tools
• Ensure data accuracy and quality control across all client deliverables
• Prepare MIS and KPI reports for management and team performance tracking
• Participate in process improvement and efficiency-related projects across regions
• Support ad-hoc reporting and client service requests as required