Client Services Representative

4 weeks ago


Chicago, Illinois, United States Insight Global Full time

Key Responsibilities:

As a Client Services Representative, you will be the primary point of contact for Bank of America Merrill Lynch customers dealing in Futures and Options and OTC clearing. Your key responsibilities will include providing client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. You will be responsible for navigating the organization to get responses to client queries and escalations, and for coordinating outreach and understanding clients' intentions around last trade date, especially on physically settled contracts, and options expiries. You will also be responsible for establishing frequent dialogue with the Marketing team, keeping them abreast of client concerns or product asks and tracking this via internal databases. Additionally, you will 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. You will also maintain client profiles, procedures, and up-to-date contact information.

Requirements:

The ideal candidate will have 3+ years of experience in the markets, specifically with Futures and Options, and prior experience coming from a large financial institution (FCM). You will also need to have familiarity with trade allocation process and GMI experience and/or exposure. You will be a strong communicator and have excellent customer service skills. You will also be able to work in a fast-paced environment and be able to prioritize multiple tasks and projects simultaneously.



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