Client Relationship Manager (Futures & Options)
Client Relationship Manager (Futures & Options)
Posted on :
09-05-2025
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1 Vacancy
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Job Description
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 selfservice 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 multitasker
- 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
Required Experience:
Manager
Employment Type
Full Time
Key Skills
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