Client Services Representative
4 weeks ago
Bank of America is seeking a Client Services Representative to join the Futures & Options team in Chicago, IL.
This role will involve working with clients to resolve trade-related issues, provide support with trade/position management, and maintain strong relationships with top-tier institutional clients.
The ideal candidate will have strong markets experience, specifically with Futures & Options, and prior experience working in a large financial institution (FCM).
Responsibilities will include:
- Providing subject matter expertise for client queries regarding trades, positions, and lifecycle events
- Navigating the organization to resolve client queries and escalations
- Escalating critical issues to internal teams and driving resolution
- Coordinating client requests for additional access to the Mercury portal
- Establishing frequent dialogue with the Marketing team to track client concerns and product asks
- Establishing regular meetings with priority clients to discuss metric trends, outstanding issues, and strategic industry focus areas
- Working with Client Service Relationship Managers to prioritize client OILs and ensure regular focus on moving solutions forward
- Maintaining client profiles, procedures, and up-to-date contact information
Insight Global is committed to creating diverse and inclusive environments where employees can bring their full, authentic selves to work every day.
Required Skills & Experience:
- 3+ years of experience in the financial industry, with a strong background in Futures & Options
- Prior experience working in a large financial institution (FCM)
- Familiarity with trade allocation process
- GMI experience and/or exposure
Nice to Have Skills & Experience:
- Series 3
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching.
Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
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