Client Services Analyst
Insight Global · Chicago, Illinois, United States
FULL TIME
Job Description
Title: Client Service AnalystDuration: 12-18 month contract-to-hireLocation: Chicago, ILSchedule: Hybrid, 3 days onsite/weekPay Rate: 48.63/hr
To be considered for an interview, please make sure your application is full in line with the job specs as found below.
Required Skills & Experience:2+ years of professional experience, ideally coming from financial servicesExperience client facing - good communicatorsMust be able to handle high-level conversationsReportingFutures and/or Options understandingMust be a go-getter, show initiative
Nice to Have Skills & Experience:GMI or Rolfe & Nolan experience - adjusting and corrections of books and record
Job Description:As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for client's 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.
Responsibilities:Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offeringNavigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalationsEscalation point for clients as well as internal teams that are looking to drive resolution on critical initiativesCoordinate outreach and understand clients’ intentions around last trade date, esp. on physically settled contracts, and options expiriesCoordinate client requests for additional access to the Mercury portalEstablish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databasesEstablish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic xzbcwsv 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 reportsWork with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in sharepoint, and ensure regular focus on moving solutions forwardWork 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 processesMaintain client profiles, procedures and up to date contact information
To be considered for an interview, please make sure your application is full in line with the job specs as found below.
Required Skills & Experience:2+ years of professional experience, ideally coming from financial servicesExperience client facing - good communicatorsMust be able to handle high-level conversationsReportingFutures and/or Options understandingMust be a go-getter, show initiative
Nice to Have Skills & Experience:GMI or Rolfe & Nolan experience - adjusting and corrections of books and record
Job Description:As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for client's 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.
Responsibilities:Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offeringNavigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalationsEscalation point for clients as well as internal teams that are looking to drive resolution on critical initiativesCoordinate outreach and understand clients’ intentions around last trade date, esp. on physically settled contracts, and options expiriesCoordinate client requests for additional access to the Mercury portalEstablish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databasesEstablish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic xzbcwsv 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 reportsWork with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in sharepoint, and ensure regular focus on moving solutions forwardWork 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 processesMaintain client profiles, procedures and up to date contact information