• Financial Client Services Rep

    Insight Global (Chicago, IL)


    Job Description

    As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for client's customers dealing in Futures & Options and OTC clearing. The primary functions of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.

    Responsibilities:

    Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering

     

    Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations

     

    Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives

     

    Coordinate outreach and understand clients intentions around last trade date, esp. on physically settled contracts, and options expiries

     

    Coordinate client requests for additional access to the Mercury portal

     

    Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases

     

    Establish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic industry focus areas.

     

    Meetings should encompass a holistic view of the operational side of the relationship (Product, Collateral, Brokerage, Clearing, etc.)

     

    Meetings should have set agendas, accompanied by presentations where applicable, and should be followed up with call reports

     

    Work with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in sharepoint, and ensure regular focus on moving solutions forward

     

    Work with clients to move them toward self-service opportunities on the portal, reduce client accommodations, and use etask/tableau metrics to look at opportunities for reducing manual processes

     

    Maintain client profiles, procedures and up to date contact information

    Requirements:

    The role will demand that the candidate is a strong communicator and leader, as the function demands frequent interaction with business partners as well as clients

     

    The candidate must be able to work in a fast paced environment and be an effective multi-tasker

     

    The candidate should be able to act without immediate supervision and have the ability to take ownership of tasks/processes

     

    The candidate should be able to evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashion

     

    Candidate should be proficient in Microsoft Excel, Word and PowerPoint

     

    The candidate must be well versed in client execution and clearing, for both futures and derivatives products on global markets

     

    Knowledge of industry rules and regulations, as well as common street wide business practices is required

     

    We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

     

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

     

    Skills and Requirements

     

    - 2+ years of professional experience, ideally coming from financial services

     

    - Experience client facing - good communicators

     

    o Must be able to handle high-level conversations

     

    o Reporting

     

    - Futures understanding

    - Must be a go-getter, show initiative - GMI experience null

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].