
Trading Services Associate
2 weeks ago
Join our Cleared Margin Client Service Team within Prime Financial Services, where your expertise will drive margin settlement efficiency and risk mitigation. Collaborate with a global team to manage client relationships and ensure seamless operations in a dynamic market environment. Elevate your career by partnering with diverse stakeholders and enhancing our client service offerings.
**Job Summary**
As a Client Service Representative within the Cleared Margin Client Service Team, you will manage margin settlements for Futures, Options, and OTC Cleared Products. You will liaise with buy-side clients and develop partnerships with internal teams to ensure risk mitigation and operational excellence. Your role will involve providing a controlled environment for counterparty risk management and supporting the prime brokerage/clearing businesses.
**Responsibilities**:
- Book client-agreed margin and respond to incoming margin calls.
- Follow up on counterparty failed settlements and investigate disputes.
- Resolve incoming queries regarding client portfolios promptly.
- Escalate issues accurately in line with regulatory requirements.
- Develop the Clearing Client Service offering and generate efficiencies.
- Provide flexible support in a changing market environment.
- Collaborate with internal teams to enhance client service.
- Ensure accurate and timely margin settlements.
- Maintain high levels of accuracy and attention to detail.
- Communicate effectively across multiple lines of business.
- Adhere to strict deadlines and procedures.
**Required Qualifications, Capabilities, and Skills**:
- Minimum5 years of external client services experience or similar.
- Possess working knowledge of OTC Derivative products, Futures, and Options.
- Solve problems and develop solutions for clients strategically.
- Exhibit high accuracy, numeracy, and core system skills.
- Communicate effectively with diverse stakeholders.
- Meet clients confidently and deliver feedback on data.
- Adhere to strict deadlines and work methodically.
**Preferred qualifications, capabilities, and skills**
- Demonstrate strong risk and control awareness.
- Act as a dynamic and proactive team player.
- Build effective relationships with a variety of stakeholders.
- Adapt to changing environments and market conditions.
- Implement process improvements strategically.
- Engage in detailed interactions across business lines.
- Ensure team efficiency and collaboration.
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