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 Associate 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 relationshipsAdvise clients and internal partners on product and operational capabilitiesManage position and expirations and address product queriesUse 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 Lead across regions and sub-functions to resolve client and ops issues covering setups, regulatory requirements, charging, reporting, and trade managementDesign objectives for clients and demonstrate 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 ManagementRequired qualifications, capabilities, and skills
Intellectually curious and asks the right questions to navigate new challengesSelf-motivated and resourceful problem solverAble to articulate complex concepts clearly and conciselyEnjoys turning points of conflict or complaints into positive client experiencesEmbraces the use of data and analytics tools to deliver client solutionsDriven to use automation tools including Alteryx, AI/robotics and data analysis/visualization to improve processes and mitigate riskBuilds relationships and trust through honesty, accountability and a high standard of executionNaturally empathetic and enjoys creating a memorable experience for othersOwns mistakes and shares any lessons learnedEmbraces feedback and enjoys discussing their areas of development
Preferred qualifications, capabilities, and skills
Experience in Derivatives Clearing including F&O and OTC