Client Services Representative

2 days ago


Chicago, Illinois, United States Insight Global Full time

At Insight Global, we are seeking a skilled Client Services Representative to join our Futures & Options team in Chicago, IL. This is a mid-level role that requires strong markets experience, specifically with Futures & Options. The ideal candidate will have 3+ years of experience, preferably coming from a large financial institution (FCM), with a deep understanding of the trade allocation process.

The salary for this position is estimated at around $80,000 - $110,000 per year, depending on experience.

About the Job

This role involves providing client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. You will be the main point of contact for Bank of America Merrill Lynch customers dealing in Futures & Options and OTC clearing.

Your key responsibilities will include:

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

You will work closely with Client Service Relationship Managers to establish prioritization on priority client issues, keep them updated in SharePoint, and ensure regular focus on moving solutions forward.

We are an equal opportunity 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.



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