Client Service Operations Representative
Client Service Operations Representative
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Job Description
Join our team as a Client Service Operations Representative where youll deliver client transactional support functions for OTC Credit & Rates cleared products. Engage extensively with clients and develop a deep understanding of products systems and processes. Play a key role in refining procedures developing new processes and identifying opportunities to improve our client service and clearing functions.
As a Client Service Operations Representative within our Operations Team you will provide end-to-end support for Credit & Rates trade capture and support processes ensuring best-in-class operational service to clients. You will partner with clients to understand their business needs maintain relationships with high-profile clients and contribute to process improvements. Your role involves daily interaction with clients middle office & operations groups and technology teams.
Job Responsibilities:
- Own the Credit & Rates trade capture and support process delivering operational service to clients.
- Partner with clients to understand business needs and track service metrics.
- Onboard new services and capabilities for existing client relationships.
- Maintain relationships with high-profile and high-revenue generating clients.
- Mentor team members to help them succeed.
- Work independently and collaboratively to maximize productivity.
- Investigate process inefficiencies and propose improvements.
- Build an understanding of the clients organization and leverage products to add value.
Required qualifications capabilities and skills:
- Strong experience with OTC Credit & Rates derivatives products.
- Understanding of the clearance business model.
- Excellent verbal and written communication skills.
- Strong MS Office skills (Word Excel PowerPoint).
- Previous experience in customer service operations or related field in banking or financial services.
- Excellent organizational skills and ability to manage priorities under pressure.
- Ability to use data to create metrics and reporting.
Preferred qualifications capabilities and skills:
- Experience with Alteryx Microsoft Excel Macro/VBA.
- Team player with the ability to operate independently.
- Initiative and problem-solving ability.
- Prime Brokerage or Client Services background desirable.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
