Client Relationship Manager - (Futures & Options Experience Needed)

C

Canon Recruiting Group

Client Relationship Manager - (Futures & Options Experience Needed)

Chicago, IL
Full Time
Paid
  • Responsibilities

    Hybrid: 3 days in office 2 days from home

    40 hrs with roughly 10hrs of OT on average 50 hours a week.

     

    POSITION: Client Relationship Manager/Client Service Representative

    FULLTIME/PARTTIME: Fulltime

    LOCATION: Chicago, IL 60661

    SCHEDULE: 40hrs with 10hrs of 10 on average.

    PAY RANGE: $45.00-$48.44 hourly
    (Exact compensation may vary based on skills, experience, and location. Base pay information is based on market location.)

    ASSIGNMENT: 

    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 can 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.

    WORKING CONDITIONS:

    • May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipmenwt.
    • The ability to lift up to 30lbs
    • Use of computers and technology

     

    Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity, we are made a stronger organization, and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life.

    Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

    The pay range for this position is listed above. Base pay information is based on market location.
    We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans.
    For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com