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Client Relationship Manager

Creative Solutions Services, LLC

This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY! Job Title: Client Relationship Manager Location: Chicago, IL 60661 Pay Rate: $48.44/hr, paid weekly Schedule: Monday-Friday, standard business hours | Hybrid (3 days onsite, 2 days WFH) Start Date: ASAP, pending onboarding completion Contract Length: 5-months, with potential to extend or convert Overview We are hiring a Client Relationship Manager / Client Service Representative (CSR) to act as the primary point of contact for brokerage clients trading Futures & Options and OTC clearing products. This role is focused on delivering exceptional client service, managing trade and position inquiries, and strengthening relationships with top-tier institutional clients. You’ll play a key role in ensuring seamless client experience across the derivatives space, working in a fast-paced, collaborative, and globally connected environment. Responsibilities Serve as the main point of contact for client inquiries related to trades, positions, lifecycle events, commissions, reporting, and products Manage and resolve client queries by coordinating across internal teams and stakeholders Act as an escalation point for critical client and business issues Engage clients on key lifecycle events (e.g., expiries, last trade dates) Support client onboarding and access requests, including the Mercury portal Partner with Marketing and internal teams to capture client feedback, product needs, and opportunities Lead regular client meetings to review performance metrics, address issues, and discuss strategic initiatives Track and prioritize outstanding issues (OILs), ensuring timely resolution Drive client adoption of self-service tools and identify opportunities to reduce manual processes Maintain accurate client records, procedures, and contact information Required Skills and Qualifications Strong communication and relationship management skills Ability to multitask and thrive in a fast-paced environment Self-driven with strong ownership and problem-solving capabilities Solid understanding of futures, options, and derivatives clearing processes Knowledge of industry regulations and best practices Experience with systems such as GMI (preferred) Proficiency in Microsoft Excel, Word, and PowerPoint Understanding of margin processes for futures and options Experience working in global and cross-functional teams is a plus Innovative mindset with a continuous improvement approach Strong collaboration skills and client-first mindset Commitment to diversity, inclusion, and driving positive change #TMCA #J-18808-Ljbffr

Vacancy posted 3 days ago
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