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Client Services

Company: Michael Page
Location: Jersey City
Posted on: September 20, 2022

Job Description:

Handle queries and exceptions related to Margin settlements, address any issues or inquiries from clients or FO including trade breaks, commission issues, foreign exchange conversions, etc. Proactively advise clients of deliverable positions approaching expiry ensuring they understand the timelines and risk involved, monitor client balances to ensure all seg/sec regulatory requirements are coveredClient Details Multinational universal bank and financial services holding company.Description

  • Handle queries and exceptions related to Margin settlements
  • Address any issues or inquiries from clients or FO including trade breaks, commission issues, foreign exchange conversions, etc.
  • Proactively advise clients of deliverable positions approaching expiry ensuring they understand the timelines and risk involved.
  • Monitor client balances to ensure all seg/sec regulatory requirements are covered.
  • Regularly contact and meet clients to better understand their needs and address HSBC service performance correcting any gaps with improved procedures and oversight.
  • Liaise with front office sales and execution concerning client activity looking to identify potential revenue opportunities and increases in service.
  • Act as a point person for all key clients working on any project initiatives resulting in a stronger foothold with clients.
  • Work with clients to understand needs around reporting, margin settlement, products, deliveries, Futures Direct etc.
  • Assist client with OCR regulatory setups and ensure exchange setups are complete (Globex trader registration, memberships)
  • Identify firms that will execute for the client and work with them to set up EGUS agreements.
  • Ensure R&N client static and commission setups are complete.
  • Client facing role will meet with and work directly with clients requiring independent decision making.Profile
    • Ideally having 5 years' experience within Clearing operations and client services
    • BA/BS degree in Finance or Business Administration
    • Proficiency with Microsoft Excel, Visio, Word, and PowerPoint
    • Exceptional client facing experience & ability to manage expectations effectively
    • Strong analytical and problem solving skills
    • High level of professionalism and the ability to maintain an service-oriented attitude under pressure.
    • Very strong interpersonal & communication skills with the ability to deal with Sales, Risk, Credit, legal, Trading, and other stakeholders across the organization
    • Series 3 or Series 99 licensed preferred
    • Experience with vendor platforms such as R&N, GMI, ClearvisionJob Offer
      • Work On a Hybrid Model
      • Expand Your Client Services Knowledge
      • Work with a collaborative team
      • Great work cultureMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Keywords: Michael Page, Jersey City , Client Services, Other , Jersey City, New Jersey

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