Americas Futures & Options Client Services is part of Futures & Derivatives Clearing Operations which provides clearing services to clients who trade Futures & Options, Credit and Rates or FX.

As a Client Service Analyst within F&O, you will be responsible for managing the day-to-day relationships with our clients in the hedge funds and commodities space. You will use your knowledge of the product to help our clients manage their trades, positions, expirations and physical delivery of underlying assets. You will partner with our execution desks, front office account managers, clearing teams and other internal support areas. You will also use and help build analytics and client intelligence to influence client behavior, reduce fees and commissions issues, improve data delivery and operational processes.

Job responsibilities

Engage with clients on an ongoing basis to build trust and maintain strong relationships Advise clients and internal partners on product and operational capabilities Manage position and expirations and address product queries Use our client data platform to develop an in depth understanding of operational client experience and issues to provide proactively present best practices to clients and internal groups  Coordinate across regions and sub-functions to solve client problems and operational issues covering setups, regulatory requirements, charging, reporting, and trade management Design objectives for clients and demonstrates success through periodic client service review meetings. We empower our Client Service team to strengthen relationships and improve client experience through in-person client visits where appropriate. Represent Operations to other parts of the firm including Sales, Execution, Account Management 

Required qualifications, capabilities, and skills

Intellectually curious and asks the right questions to navigate new challenges Self-motivated and resourceful problem solver Able to articulate complex concepts clearly and concisely Enjoys turning points of conflict or complaints into positive client experiences Embraces the use of data and analytics tools to deliver client solutions Driven to use automation tools including Alteryx, AI/robotics and data analysis/visualization to improve processes and mitigate risk Builds relationships and trust through honesty, accountability and a high standard of execution Naturally empathetic and enjoys creating a memorable experience for others Owns mistakes and shares any lessons learned Embraces feedback and enjoys discussing their areas of development

 

Preferred qualifications, capabilities, and skills

Experience in Derivatives Clearing including F&O and OTC