Client Relationship Manager (Futures & Options)

C

Canon Recruiting Group

Client Relationship Manager (Futures & Options)

Chicago, IL
Full Time
Paid
  • Responsibilities

    POSITION: Client Relationship Manager/Client Service Representative

    FULLTIME/PARTTIME: FULLTIME

    LOCATION: Chicago, IL 60661

    SCHEDULE: Standard hours

    PAY RANGE: $45.00 – 48.44 hourly

    ASSIGNMENT: ASAP to 04/10/2026
    (Exact compensation may vary based on skills, experience, and location. Base pay information is based on market location.)

     

    JOB DESCRIPTION:

    • As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for 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.

    JOB RESPONSIBILITIES:

    • Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering
    • Navigate the organization (central point of contact for client) 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
    • Coordinate outreach and understand clients’ intentions around last trade date, esp. on physically settled contracts, and options expiries
    • Coordinate client requests for additional access to the Mercury portal
    • Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases
    • Establish 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 reports
    • 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
    • Work 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 processes
    • Maintain client profiles, procedures and up to date contact information

    REQUIRED QUALIFICATIONS:

    • 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 clients
    • The candidate must be able to work in a fast paced environment and be an effective multi-tasker
    • The candidate should be able to act without immediate supervision and have the ability to take ownership of tasks/processes
    • The candidate should be able to evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashion
    • Candidate should be proficient in Microsoft Excel, Word and PowerPoint
    • The candidate must be well versed in client execution and clearing, for both futures and derivatives products on global markets
    • Knowledge of industry rules and regulations, as well as common street wide business practices is required