Partnership Operations Associate

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Role Summary

The individual in this role is responsible for the day to day operational management of the Partnership business (B2B) of GAIN Capital.  This person will be responsible for partner administrative on-boarding, setup and managing partner inquiries.  Success for this person will be determined by achieving baseline service levels for on-boarding times, response time for inquiries and providing high quality level of service.
 
    Key Responsibilities
 
  • Manage onboarding of new partners, including collecting and verifying KYC documentation and coordinating approval with Compliance.
  • Operational setup of all partners in all applicable systems.
  • First line support for all partners which includes efficient handling of partner inquiries, issue resolution and facilitating to backline teams or RM when necessary.
  • Representation and involvement in projects affecting partners.
  • Sending mass email communications to partners, either regular or ad hoc.
  • Look to create efficient business processes, internally and for partners.  Work internally to resolve and implement.
  • Update and reconcile Partner Rebates and payments
  • Other duties as assigned including, but not limited to, participation in process improvement initiatives
 
 
Skills & Knowledge Required
 
  • Experience in a customer facing operational role, financial services experience a plus.
  • Strong computer skills including the ability to learn proprietary software.
  • Excellent interpersonal skills and a customer service approach to problem solving
  • Excellent verbal and written communications skills
  • Ability to understand end-to-end processes and their interdependencies
  • Ability to work well across functional teams to resolve partner inquiries.
  • Good time management skills, ability to prioritize work and judgment of how to use time / meetings effectively
  • Ability to adapt to as well as assist in implementing and driving change.
 
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