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Markets Support Analyst (Client Data Services)

BofA証券株式会社

コーポレート　東京都　企業サイト　掲載 7/3

給与

記載なし※ 募集要項に金額の記載がありません

勤務地
東京都
雇用形態
正社員
働き方
記載なし
年間休日
記載なし

要約求人票をもとにAIがまとめたものです

The Client Data Services team supports account opening and maintenance, settlement instructions, product agreements, and client documentation for products offered by local entities. The role also includes onboarding Global Markets clients to local entities in Japan under local regulations, advising on KYC requirements, and maintaining client details.

応募資格

必須

  • Team Player - establish and maintain good working environment with team members, and business partners
  • Self driven individual with good planning, organization and follow up skills.
  • Coordination - Ability to build relationships and work with cross-functional teams
  • Native Japanese and Strong English language skills, both written and verbal
  • Strong analytical and problem-solving skills
  • Excellent technical, written/verbal communication, interpersonal, presentation and facilitation skills with the ability to make recommendations to all levels of the organization
  • Risk Management - able to think from enterprise standpoint as well as surrounding regulations
  • Attention to details
  • Good knowledge of MS Office Products (Word, Excel, PowerPoint, others)

歓迎

  • Minimum of 3 years experience in Investment Banking Operations or in financial industry
  • Hold JSDA 1, or 2nd class
  • Broad understanding of financial products and markets

求める人物像

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
  • Excels in working among diverse viewpoints to determine the best path forward
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
  • Commitment to challenging the status quo and promoting positive change
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

募集要項最終確認 9/25

職種
一般事務・営業事務
雇用形態
Full time
役職
Officer
給与
記載なし
勤務地
1-4-1 Nihonbashi, Chuo-ku, Tokyo, 103-0027
働き方
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
掲載日
2026/07/03 21:12（88日前）
最終確認
2026/09/25 20:41（4日前）

仕事内容

Job Description

Client Data Services (CDS) team is responsible for accounts and settlement instruction setup for all products in which local entities offer to clients.

For completing responsibilities, the team interacts with front office, settlement team, regional AML / KYC team, and sometimes clients.

The team is also responsible for onboarding clients to local entities in Japan according to local regulations and enterprise policies which the role can be expanded to.

Client Static Data Support

Manage new account opening

Ongoing maintenance of clients and accounts, including support for corporate actions events such as client name changes

Setup and support ongoing maintenance of settlement instructions

Handle product specific agreements and contracts

Manage Client Documentation, including global and local tax regulation related documents, FIEA letters, and Terms and Conditions

Various forms/documentation maintenance – Postage, Storage and Disposal

Respond and coordinate requests receive from external and internal group to provide required information in a timely manner

Provide oversight of outsourced activities, ensuring services are delivered according to SLAs

Local KYC

Onboard Global Markets clients to local entities in Japan according to the local regulations

Advise and explain KYC (Know Your Clients) requirements to sales/clients

Set up and maintain client details

Facilitate, collect and verify Non AML documents from clients such that may include FATCA, CRS forms, or FIEA client category

Facilitate dormancy review and off boarding of clients

この求人はBofA証券株式会社の採用ページの掲載内容をもとに構成しています。応募条件の最新情報は募集元をご確認ください。

東京都の一般事務・営業事務の求人1,139件

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