Client Services Analyst

Position will be on-site Tuesday through Thursday in Chicago, IL. Responsibilities: Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives Coordinate outreach and understand clients’ intentions around last trade date, esp. on physically settled contracts, and options expiries Coordinate client requests for additional access to the Mercury portal Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases Establish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic industry focus areas. Meetings should encompass a holistic view of the operational side of the relationship (Product, Collateral, Brokerage, Clearing, etc.) Meetings should have set agendas, accompanied by presentations where applicable, and should be followed up with call reports Work with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in sharepoint, and ensure regular focus on moving solutions forward Work with clients to move them toward self-service opportunities on the portal, reduce client accommodations, and use etask/tableau metrics to look at opportunities for reducing manual processes Maintain client profiles, procedures and up to date contact information Requirements: 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 #J-18808-Ljbffr Insight Global