Exchange Traded Derivatives Operations - Client Servicing Specialist
Bank of America Financial Center
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for conducting day-to-day activities to support business and clients globally by developing a deep understanding of the organization and services offered to resolve complex client inquiries. Key responsibilities include onboarding, servicing and offboarding clients, opening, maintaining, and reconciling account information. Job expectations include ensuring all activities are performed with a high degree of accuracy and comply with all regulations and policies while driving solutions that best meet our clients' needs. As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for Bank of America Merrill Lynch 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 Improves and simplifies the client experience, reducing manual touchpoints Ensures transactions are completed in an accurate and timely manner, managing escalations as needed Supports the preparation of frequent reports and other measures of data Drives operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk Identifies and flags potential risks in a timely manner Required Qualifications The role will demand that the candidate is a strong communicator and leader, as the function demands frequent interaction with business partners as well as clients The candidate must be able to work in a fast paced environment and be an effective multi-tasker The candidate should be able to act without immediate supervision and have the ability to take ownership of tasks/processes The candidate should be able to evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashion Candidate should be proficient in Microsoft Excel, Word and PowerPoint The candidate must be well versed in client execution and clearing, for both futures and derivatives products on global markets Knowledge of industry rules and regulations, as well as common street wide business practices is required Desired 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 Skills Active Listening Attention to Detail Customer and Client Focus Oral Communications Client Management Prioritization Adaptability Critical Thinking Innovative Thinking Relationship Building Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America
- ...candidate will join the Client Facing Middle... ...include prime services, commodity clearing... ...controls of all operations performed by FO... ...cycle of client trading activity. Keep clients... ...for Listed Derivatives, including trades... ...GMI. Knowledge of exchange GUI’s and SG internal...OperationsWork at office
$135k - $145k
...interested in managing the Derivative Operations function within the Transaction Services department of its’... ...group is responsible for trade confirmation,... ...portfolio management, trading, client distribution, legal and... ...understanding of all OTC and exchange traded derivatives,...OperationsVisa sponsorship- ...Overview: Futures Client Solutions & Onboarding... ...and streamlining operations. What You'll Do:... ...journey. Address trade, commission, fee, and... ...Futures, Options, and major exchanges. ~ Solid understanding... ...,Options,Exchange Traded Derivatives,Clearing HousesOperations
- A leading investment management firm in Chicago is looking for a candidate to manage the Derivative Operations function. This highly dynamic role involves overseeing trade confirmation, settlement, and regulatory reporting for all derivative products while collaborating...Operations
$70k - $90k
...reward. You will help our clients thrive and our... ...environment built on teamwork, service, responsibility,... ...including reconciling client trades, positions, money... ...accounts and the RBC operations group and Front Office... .... Familiarity with Exchange clearing systems. Excellent...OperationsFlexible hours- ...Vision insurance Job Title: Futures Client Services Specialist Reports to: Client Services Team Lead... ...management with futures and options trading, including executing trades. Executing... ...with the firm's back office operations on an as-needed basis. Other duties...OperationsFull timePart timeWork at officeMonday to FridayNight shiftAfternoon shift
- ...dedicated and detail-oriented Futures Client Services Specialists to join our team for the 7:30 am to 4... ...management with futures and options trading, including executing trades Executing... ...with the firm’s back-office operations on an as-needed basis Other duties as...OperationsWork at officeAll shiftsMonday to FridayShift workDay shift
$135k - $145k
A financial services firm in Chicago is seeking a Derivative Manager (VP) to oversee its Derivative Operations team. The role involves managing trade confirmation, settlement, and regulatory reporting for derivatives. Candidates should possess a bachelor's degree, 6-10...OperationsVisa sponsorship- ...a Lead Analyst for Investment Trade Settlements in Chicago. You will... ...for overseeing FX and derivatives trade management and collaborating with trading and operations teams. The position requires a... ...degree and 5+ years in financial services, as well as strong communication...Operations
$70k - $142k
...Blackwell LLP is a full-service litigation and business... ...United States, serving clients with domestic and international operations. At Husch Blackwell we... ...Senior Client Delivery Specialist role. This is a continuous... ...for regularly exchanging information and training...OperationsFull timeTemporary workWork at officeFlexible hours- About the Role: As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be... ...communication skills; ability to adeptly exchange ideas and information. Detail...OperationsHourly payFull timeWork experience placementWork at office
- A leading financial services provider based in Chicago seeks an experienced professional... ...exceptional customer service to clients. The role involves answering inquiries... ...and a Bachelor’s Degree. Knowledge in derivatives trading and excellent problem-solving skills are...
- ...Description Title: Portfolio Services Accounting Associate About the Position Client X is seeking an... ...in the Portfolio Operations Department. Reporting to... ...with other departments (Trade Operations, Data Integrity... ...fixed income, equity, and derivative positions and...OperationsWork at office
- ...friendly, and efficient checkout service. Customer Experience +... ...servicing until satisfied, etc.). Operations + Provides customers with... ...sale to customer and recommends trade-up and/or companion items. +... ...returns, rain checks, refunds, and exchanges as needed. + Keeps counters...OperationsHourly payWork experience placementSeasonal workWork at officeLocal areaFlexible hoursShift workAfternoon shift
- ...friendly, and efficient checkout service. Customer Experience +... ...servicing until satisfied, etc.). Operations + Provides customers with... ...sale to customer and recommends trade-up and/or companion items. +... ...returns, rain checks, refunds, and exchanges as needed. + Keeps counters...OperationsHourly payTemporary workWork experience placementSeasonal workWork at officeLocal areaFlexible hoursShift workAfternoon shift
- ...friendly, and efficient checkout service. + In accordance with state... ...until satisfied, etc.). Operations + Provides customers with courteous... ...to customer and recommends trade-up and/or companion items. +... ...returns, rain checks, refunds, and exchanges as needed. Takes customer to...OperationsHourly payWork experience placementSeasonal workWork at officeLocal areaImmediate startFlexible hoursShift workAfternoon shift
$78k - $105k
...About the job Client Service Specialist (Legal Secretary) - Litigation Client Service Specialist (Legal Secretary) Litigation Location... .... This position requires a candidate who is confident operating within a sophisticated legal environment and who is comfortable...OperationsFull timeShift work- The Equus Group in Chicago is hiring a Client Services & Systems Analyst to support client deliverables and maintain internal systems' accuracy... ...offers opportunities for growth in client services and operations within a collaborative environment. #J-18808-Ljbffr The...Operations
$17 - $21 per hour
...Akkodis is seeking a Client Services Project Coordinator for a 12 Months Contract at Arizona, Oregon & Washington locations (Remote).... ...Print/Mail Services, Call Center, Disbursements, and Claims Operations. Job Responsibilities Project Execution: Ensure timely...OperationsContract workTemporary workWork experience placementLocal areaRemote work$60k - $80k
Focus Partners Wealth is seeking a Client Service Specialist to join our team. The candidate will provide exceptional, solutions‑oriented service... ..., acting as the primary contact and resource for all operational and service requests. The role collaborates closely with custodians...OperationsWork at officeRemote work2 days per week3 days per week- ...Client Service Specialist As a Client Service Specialist, you will be responsible for receiving and responding to inbound customer inquiries... ...sources to external participants following standard operating procedures and quality standards, to meet contract requirements...OperationsContract workWork at office
- ...Client Service Specialist Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every... ...from then on are accurate. Communicate with tailors and operations team to make sure every step of clients process is completed...OperationsCasual workInternshipWork at officeFlexible hours
$18.25 - $29.75 per hour
...Client Service Specialist Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we... ...The Client Service Specialist provides administrative and operational support to Wealth Advisors and Trust Officers. This role ensures...Operations- ...Work with the trading desk, to support external client's execution flow.... ...workflows on Global Stock exchanges and support the... ...FIX Onboarding and operations perspective.... ...high-level client service skills (incident management... ...and Equity Derivative, and experience with...OperationsFlexible hours
$70k - $90k
...and transactions, supporting clients with every aspect of their retirement... ...a key member of our client service team, you will be the front... ...enhancements to streamline operations. Collaborate with internal... ...support clients in an overnight trading 24/5 environment. Crypto...OperationsRemote workFlexible hoursNight shift- A financial services firm located in Chicago is seeking an Operations Associate to manage client accounts and prioritize tasks. The ideal candidate will handle client inquiries, ensure documentation accuracy, and collaborate with various departments. A Bachelor's degree...Operations
$100k - $250k
...Futures Sales & Trading (Eurex Focus)... ...Group of financial services firms has grown to... ...than 450 people operating throughout the world... ...global futures and derivatives markets. This... ...professional with deep client relationships who... ...or other global exchanges alongside Eurex a...OperationsWorldwideFlexible hours$200k - $300k
...Head Of Institutional Derivatives Sales Chicago Trading Company (CTC) is a... ...across derivatives exchanges worldwide - making... ...the CTC Execution Services team as Head of Institutional... ...our institutional client base, drive revenue... ...Direct trade operations, monitor open...OperationsFor contractorsWork at officeWorldwide$47k - $83k
Overview Husch Blackwell LLP is a full-service litigation and business law firm... ...the United States, serving clients with domestic and international operations. At Husch Blackwell we believe that... ...to apply to our Client Account Specialist position. This position may be filled...OperationsFull timeTemporary workWork at officeRemote workFlexible hours$200k - $225k
...Senior Trade Support Engineer Chicago Trading Company (CTC) is a premier proprietary... ...provided critical liquidity across derivatives exchanges worldwide - making them fairer, more... ...contributions to a cutting-edge trading operation. What You'll Do Troubleshoot...OperationsFor contractorsWorldwide
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