Vice President, Senior Relationship Manager, Client Services
Job Description:
Job Description:
A role exists for a highly motivated, industry established, professional within the F&O and OTC (FOOTC) Client Services Representatives team.
The department has a Market Operation which comprises of Client Services specialist covering, Prime Brokerage, OCRM, FX prime Brokerage, and Futures & Options and OTC Clearing.
The FOOTC Operations Client Services Representative (CSR) is responsible for day-to-day servicing of FOOTC Clients domiciled in the Asia Pacific Region and specifically Australia. The CSR provides our clients with a one-stop point of contact for our clients to navigate their queries and issues through the organization. CSRs have extensive interactions with our clients, external counterparties and internal teams like trading desks, sales and technology, both locally and cross regional.
Responsibilities:
Client Account Management supporting a portfolio of clients as primary coverage and face-off
Client focused and engage in building and fostering good relationship with existing clients
Drive the ongoing review of clients and our operational offering:
(1) Responsible for the analysis and resolution of complex operations problems and initiatives requiring exception handling and/or coordination of multiple operational and/or product specialists to resolve;
(2) Responding to exceptions raised by clients and liaising with multiple operational functions globally to resolve issues;
(3) Communicate and educate clients in relation to regulatory and industry changes;
(4) Coordinate and liaise with internal teams in APAC, EMEA and US to provide coverage and support for global clients;
(5) Participate in client visits;
(6) Provide clients with in-person demonstrations of client interface systems;
(7) Provide new product/market support to clients
Participate and manage projects to delivery, continuous Improvement of the Operating Environment with regards to STP, risk and control:
(1) Partners Closely with Technology, Operations & Front Office to drive change;
(2) Embedding CSR initiatives into the team and building out the service offering by covering initiatives such as Etask, Tiering, Platinum Model, Self Service, etc...
(3) Continuous improvement of the operations environment and client support model, with an STP focus.
(4) Explore potential synergies across Client Operations;
(5) Participate and manage projects and/or introduction of new initiatives, systems, products/services and processes to delivery.
Requirements:
Minimum 7 years industry experience within a client service team, ideally with knowledge of Futures & Options and OTC Clearing.
Demonstrates leadership excellence, delivering superior tangible / quantifiable results:
Confident and client focused. Client facing experience or ability to conduct discussions with clients in a confident manner.
Excellent communications skills and ability to present to an audience.
Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
Knowledge of Operational Risk, Client Money Protection and Funding would be advantageous.
Other Qualifications:
Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Excels in working among diverse viewpoints to determine the best path forward
Experience in connecting with a diverse set of clients to understand future business needs is a continuous learner
Commitment to challenging the status quo and promoting positive change
Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
Other Qualifications: Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Excels in working among diverse viewpoints to determine the best path forward
Experience in connecting with a diverse set of clients to understand future business needs is a continuous learner
Commitment to challenging the status quo and promoting positive change
Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
Apply Now
Job Description:
A role exists for a highly motivated, industry established, professional within the F&O and OTC (FOOTC) Client Services Representatives team.
The department has a Market Operation which comprises of Client Services specialist covering, Prime Brokerage, OCRM, FX prime Brokerage, and Futures & Options and OTC Clearing.
The FOOTC Operations Client Services Representative (CSR) is responsible for day-to-day servicing of FOOTC Clients domiciled in the Asia Pacific Region and specifically Australia. The CSR provides our clients with a one-stop point of contact for our clients to navigate their queries and issues through the organization. CSRs have extensive interactions with our clients, external counterparties and internal teams like trading desks, sales and technology, both locally and cross regional.
Responsibilities:
Client Account Management supporting a portfolio of clients as primary coverage and face-off
Client focused and engage in building and fostering good relationship with existing clients
Drive the ongoing review of clients and our operational offering:
(1) Responsible for the analysis and resolution of complex operations problems and initiatives requiring exception handling and/or coordination of multiple operational and/or product specialists to resolve;
(2) Responding to exceptions raised by clients and liaising with multiple operational functions globally to resolve issues;
(3) Communicate and educate clients in relation to regulatory and industry changes;
(4) Coordinate and liaise with internal teams in APAC, EMEA and US to provide coverage and support for global clients;
(5) Participate in client visits;
(6) Provide clients with in-person demonstrations of client interface systems;
(7) Provide new product/market support to clients
Participate and manage projects to delivery, continuous Improvement of the Operating Environment with regards to STP, risk and control:
(1) Partners Closely with Technology, Operations & Front Office to drive change;
(2) Embedding CSR initiatives into the team and building out the service offering by covering initiatives such as Etask, Tiering, Platinum Model, Self Service, etc...
(3) Continuous improvement of the operations environment and client support model, with an STP focus.
(4) Explore potential synergies across Client Operations;
(5) Participate and manage projects and/or introduction of new initiatives, systems, products/services and processes to delivery.
Requirements:
Minimum 7 years industry experience within a client service team, ideally with knowledge of Futures & Options and OTC Clearing.
Demonstrates leadership excellence, delivering superior tangible / quantifiable results:
Confident and client focused. Client facing experience or ability to conduct discussions with clients in a confident manner.
Excellent communications skills and ability to present to an audience.
Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
Knowledge of Operational Risk, Client Money Protection and Funding would be advantageous.
Other Qualifications:
Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Excels in working among diverse viewpoints to determine the best path forward
Experience in connecting with a diverse set of clients to understand future business needs is a continuous learner
Commitment to challenging the status quo and promoting positive change
Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
Other Qualifications: Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Excels in working among diverse viewpoints to determine the best path forward
Experience in connecting with a diverse set of clients to understand future business needs is a continuous learner
Commitment to challenging the status quo and promoting positive change
Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
Apply Now