Business Analyst - Tailored Management
Chicago, IL 60661
About the Job
Title: Client Relationship Manager (OTC Derivatives)
Location: 540 W MADISON ST, Chicago, 60661
Setting: Hybrid
Pay Rate: $48.44 per Hour on w2 Weekly payment Plus Benefits (Health, Dental & Vision Available!)
Contract Length: 3 + months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*
Start Date: 11/25
Job Description:
As a Client Relationship Manager you will be the main point of contact for 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
• Candidate should have experience with GMI as well as other systems associated with cleared Futures and Derivatives
• Experience working in a global environment with outsourced partners would also be considered as a benefit
• Candidate should have in-depth knowledge of the margin process for futures and options
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
• Excels in working among diverse viewpoints to determine the best path forward
• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world "
Required (hard) skills/experience
1. Client facing, relationship management with
2. Worked at FCM (Futures Clearing Merchant)
3. GMI (FIS Sunguard) and FIA Tech systems
Preferred skills/experience
1. Experience and knowledge of specific exchange rules (i.e. CME vs Eurex)
2. Experience and knowledge of futures devirvates process
3. Experience and knowledge of brokerage, commission, & fees
Location: 540 W MADISON ST, Chicago, 60661
Setting: Hybrid
Pay Rate: $48.44 per Hour on w2 Weekly payment Plus Benefits (Health, Dental & Vision Available!)
Contract Length: 3 + months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*
Start Date: 11/25
Job Description:
As a Client Relationship Manager you will be the main point of contact for 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
• Candidate should have experience with GMI as well as other systems associated with cleared Futures and Derivatives
• Experience working in a global environment with outsourced partners would also be considered as a benefit
• Candidate should have in-depth knowledge of the margin process for futures and options
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
• Excels in working among diverse viewpoints to determine the best path forward
• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world "
Required (hard) skills/experience
1. Client facing, relationship management with
2. Worked at FCM (Futures Clearing Merchant)
3. GMI (FIS Sunguard) and FIA Tech systems
Preferred skills/experience
1. Experience and knowledge of specific exchange rules (i.e. CME vs Eurex)
2. Experience and knowledge of futures devirvates process
3. Experience and knowledge of brokerage, commission, & fees
Source : Tailored Management
