Client Services Representative
10 hours ago
Bank of America is seeking a Client Services Representative to join the Futures & Options team in Chicago, IL. This role involves interacting with clients and internal teams regarding trade commissions, client inquiries, trade breaks, and brokerage commissions. The ideal candidate will have strong market experience, specifically with Futures & Options, and prior experience from a large financial institution (FCM).
Key Responsibilities:- Provide subject matter expertise for client queries regarding trades, positions, and lifecycle events.
- Navigate the organization to research and resolve client queries and escalations.
- Escalate critical initiatives to internal teams and drive resolution.
- Coordinate client requests for additional access to the Mercury portal.
- Establish frequent dialogue with the Marketing team to track client concerns and product asks.
- Meet with priority clients to discuss metric trends, outstanding issues, and strategic industry focus areas.
- 3+ years of experience in the markets, specifically with Futures & Options.
- Prior experience from a large financial institution (FCM).
- Familiarity with trade allocation process.
- GMI experience and/or exposure.
Insight Global is 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, 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.
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/
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