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Contracts Specialist - 40k City

  • Location: London
  • Sector: Secretarial
  • Salary: £35000 - £40000 per annum
  • Job type: Permanent
  • Date posted: 20/02/2018
  • Job reference: SM200218CS

The Contracts Specialist will be responsible for the administrative and logistical activities related to all customer contracts business services and overall customer contract lifecycle processes. Supporting the Client Onboarding team, the business and liaising closely with the Company legal and compliance personnel, the person in this role will be primarily responsible for the creation, distribution, negotiation, and execution of all customer agreements either in paper form or electronic as well as other customer contract documentation. Additional responsibilities include responding to queries from and providing contract related advice and guidance to Company business, middle and back office teams as well as Client customers alike.

  • Prepare, distribute and execute all customer contracts for various electronic and voice financial products.
  • Use standard-form contract templates and documentation matrixes, prepare, draft, distribute, and diligently administer the contract lifecycle process for all Client Customer Contract documentation, including drafting contractual terms, amendments and/or schedules.
  • Negotiate terms with potential and existing clients in line with the parameters set by the Ccompany legal counsel as well as drafting any ad-hoc amendments and/or schedules (i.e. Classification Notices, Brokerage Agreements, Terms of Business etc) as required as part of the Client On-boarding process.
  • Responsible for being the primary recipient of executed Company Customer Contracts, checking for alterations in final versions to ensure all required documents are appropriately completed and countersigned by authorised signatory in accordance with the relevant Company and regulatory policies
  • Effectively manage the maintenance and termination work streams of all Client Customer Contracts, including the provision of information to Company front office teams and cancellation letters to customers when required.
  • Coordinate efforts to have all Customer Contract documentation correctly completed with subsequent responsibility for the approval of contracts submitted by Company customers for access to products and services. These tasks will usually be time sensitive and run to tight deadlines.
  • Conduct new or amended Customer Contracts / legal & regulatory documents gap analysis

Assist various internal teams and Customer's alike to resolve Customer Contract related queries in an efficient and timely manner.

  • Identify and escalate issues or queries that cannot be answered by reference to standard processes or documents.
  • Liaise with Advisory departments (, Finance, Tax, Legal, Compliance, Credit and Risk) where necessary to finalise proposal, ensuring that it is in accordance with policies. Seek guidance and advice as necessary.
  • Compile, update and maintain Customer Contract lifecycle databases / workflow tools, document repository systems and other internal record keeping databases including the capture of key information.
  • Effectively manage change control procedures (new subscriptions, name changes, mergers & acquisitions etc.) including the provision and approval of any applicable Customer Contract documentation across complete products and services ranges.
  • Proactively identify and escalate any Customer Contract issues and/or queries that cannot be resolved by reference to standard processes or documents.
  • Maintain procedures, system controls and identify key process improvements related to the Customer Contracts processes.
  • To fulfil any additional/ad hoc duties as required to meet the needs of the business.

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