Client Relationship Manager

Client Relationship Manager

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!

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