Our vacancies

Search Jobs  

Client Money Reporting & Control - Senior Technical Associate

Please Note: The application deadline for this job has now passed.

Role Responsibility

Client Money Reporting and Control – Technical Team

Grade: P2

About the role:

The Technical Team support the Business As Usual function in the department. The team is responsible for delivering change into the department, for supporting non-system tools used by the area, testing support, and for covering live system and process issues.


  • To identify, initiate and implement change as required
  • To participate in the provision of departmental technical support
  • To participate in project work
  • Act as an SME for the department, and provide a reference point for associates
  • To provide departmental cover as required
  • Change Management – Administration
  • Change Management - Leading Change
  • Configuration Management (includes End User Computing & Standing Data)
  • Testing (system changes)
  • Ad-Hoc BAU Support

Knowledge and Technical Skills:

Change Management Administration:

  • Client Money Reconciliations & CASS:
  • A good overall grasp of Client Money reconciliation processes.
  • A basic understanding of CASS principles and rules (CASS 6. CASS 7, CASS 9)
  • Can identify high level CASS impact to the department, DST, and our clients

Change Management – Leading Change:

  • Can identify what tools and templates to use and when in relation to managing change
  • Identifies and records all issues & risks identified as part of a change
  • Understands when to escalate change related issues & risks
  • Clearly communicates the impact of change and associated timelines to the department and to other areas within the organisation as required
  • Requests resource from the Department and other operational areas in a timely manner

Configuration Management:

  • Maintenance of standing data on non-system tools (End User Computing - EUC)
  • Maintenance of Operational Checklist Portal (OCP) changes
  • Client Money & Asset Return (CMAR) administration tasks
  • Scenario Matrix administration tasks, including making updates to and publishing the document internally and externally



  • Can interpret basic release documentation to assess impact to department and any requirement to input to test output review
  • Can contribute to basic test script preparation
  • Can review basic test output and collate/communicate issues and defects

BAU Support:

  • Is able to support basic ad-hoc queries from the operational teams in the department
  • Can identify whether a request has a significant operational impact and can escalate to determine priority vs. other workload
  • Escalation of department HelpDesk calls
  • Supports the investigation/closure of department breaches on an ad-hoc basis


This website is using cookies to improve your browsing experience. If you navigate to another page without changing the settings below you consent to this. Read more about cookies.