Client Manager triResolve Associate - Italian Speaking
Client Manager triResolve Associate - Italian Speaking
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Job Description
About the Role:
Client Manager triResolve Associate - Italian Speaking
Department: Client Services TriResolve
Reporting To: Client Services Team Leader triResolve
Role Summary:
The candidate will have both a meticulous attention to detail and an understanding of financial products. Knowledge about OTC derivatives risk and technical ability is desirable. Good written and verbal communication skills in English are a must. Candidates with prior experience of collateral management fund administration and/or regulatory are especially welcome to apply for the position.
The triResolve Client Relationship and Services team is the first line of contact for our clients with regards to the delivery of the triResolve OTC derivative portfolio reconciliation service. The Client Manager will provide support to our clients and work closely with the product business development and sales teams globally and thus the role varies to account for regional characteristics.
Client Relationship and Services is responsible for the smooth and timely running of the triResolve service. This team of dedicated staff is in continuous dialogue with major financial institutions worldwide as well as other internal departments with regards to features and upcoming events as well as any changes or developments to any aspects of the service such as for example the specification of the data that the subscribers will send or receive or how the service integrates with other services or utilities in the OTC Derivatives space. Similarly Client Relationship and Services must continually stay abreast of any market or client events activities or changes that potentially affect our service or our clients use of our offering or ability to participate. In addition Client Relationship and Services has an important role in collecting input for new and enhanced functionalities to the service as well as other new service offerings.
In summary triResolve Client Relationship and Services is responsible for pre-sales and client on-boarding service delivery customer success management as well as workflow/ product and productivity improvements. This can only be delivered by a highly skilled individual as well as close collaboration with Business Management Product Management Development and Sales teams.
Key Accountabilities:
- Pre-Sales and on-boarding
- Assisting Sales in pre-sales process meeting prospect clients organizing demos
- Client onboarding and testing
- Customer Service
- Ownership of selected key accounts.
- Daily assistance to owned key account subscribers (via email phone and in person)
- Trade data normalisation / handling
- Review reconciliation output; investigate and fix differences
- Ensure structured and effective delivery of service
- Self- education about current and upcoming market regulations and other significant changes
- Customer Success Management
- Regular client calls and client visits onsite
- Perform customer health checks understanding clients process and needs
- Client trainings when needed via onsite visit or webinars
- Promote comprehensive and more effective usage of the service in collaboration with Business Management and Sales teams
- Participate in and drive key business initiatives
- Productivity/ Workflow Improvements
- Work proactively with improving the service and internal workflows
- Raise internal request for new functionalities to improve the product offering
- Collaborate with developers and Product Management on requirements and UAT testing as well as being closely involved in the development process
- Internal collaboration
- Strategic pro-active collaboration with internal departments
Skills:
- Fluency in Italian with additional French or German would be beneficial
- Excellent communication skills (verbal and written English)
- Excellent customer relationship skills
- Ability to be strategic and see things in a bigger perspective
- The ability to interpret trade data
- Ability to think outside the box and challenge existing status quo
- Proficiency in using text editors and advanced spreadsheet functions
- Ability to work in a fast pace environment
- Ability to multitask
Knowledge & Experience:
- Proven customer relationship experience
- The ability to understand complex process flows and concepts as well as the ability to explain these accurately and concisely to our clients
- Good knowledge of OTC Derivatives and understanding of the trade data fields of these instruments as well as awareness of the OTC Derivative trade processing lifecycle would be beneficial
- Good understanding of market and credit risk management of OTC Derivatives
- Good understanding of computer logics and database structures and/or interest in technology
- Extensive previous experience with triResolve or similar relevant background
About OSTTRA
Candidates should note that OSTTRAis an independentfirm jointly owned by S&P Global and CME Group. As part of the joint venture S&P Global providesrecruitmentservices to OSTTRA - however successful candidates will be interviewed and directly employed by OSTTRA joiningour global team of more than 1200 posttrade experts.
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20 years: MarkitServ Traiana TriOptima and Reset. OSTTRA is a joint venture owned 50/50 by S&P Global and CME Group.
With an outstanding track record of developing and supporting critical market infrastructure our combined network connects thousands of market participants to streamline end to end workflows -from trade capture at the point of execution through portfolio optimization to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology playing a central role in supporting global financial markets.
Learn more at.
Whats In It For You
Benefits:
We take care of you so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global.
Our benefits include:
Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay retirement planning a continuing education program with a company-matched student loan contribution and financial wellness programs.
Family Friendly Perks: Its not just about you. S&P Global has perks for your partners and little ones too with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awardssmall perks can make a big difference.
For more information on benefits by country visit: Fraud Alert:
If you receive an email from a domain or any other regionally based domains it is a scam and should be reported to. S&P Global never requires any candidate to pay money for job applications interviews offer letters pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines fraudulent domains and how to report suspicious activityhere.
Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity color religion sex sexual orientation gender identity national origin age disability marital status military veteran status unemployment status or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability please send an email to:and your request will be forwarded to the appropriate person.
US Candidates Only:The EEO is the Law Poster discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America) BSMGMT203 - Entry Professional (EEO Job Group)
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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