Financial Client Services Rep

Client Relationship Manager/Client Service Representative (CSR)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 offeringNavigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalationsEscalation point for clients as well as internal teams that are looking to drive resolution on critical initiativesCoordinate outreach and understand clients' intentions around last trade date, esp. on physically settled contracts, and options expiriesCoordinate client requests for additional access to the Mercury portalEstablish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databasesEstablish 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 reportsWork with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in sharepoint, and ensure regular focus on moving solutions forwardWork 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 processesMaintain client profiles, procedures and up to date contact informationRequirements: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 clientsThe candidate must be able to work in a fast paced environment and be an effective multi-taskerThe candidate should be able to act without immediate supervision and have the ability to take ownership of tasks/processesThe candidate should be able to evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashionCandidate should be proficient in Microsoft Excel, Word and PowerPointThe candidate must be well versed in client execution and clearing, for both futures and derivatives products on global marketsKnowledge of industry rules and regulations, as well as common street wide business practices is requiredWe 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 opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 or uniformed service member status, 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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy.