Exchange Traded Derivatives Operations - Client Servicing Specialist
$108.5k - $155.4kDormont Manufacturing Company
Role Summary 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 Pay Transparency Details US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540) Pay $108,500.00 - $155,400.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary Incentive This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr Dormont Manufacturing Company
$108.5k - $155.4k
Role Summary As a Client Relationship Manager/Client Service Representative (CSR) you will... ...provide client support with trade/position management,... ...product inquiries across the derivatives space. This role will be... ...of data Drives operational initiatives both internally...OperationsImmediate startShift workDay shift- ...Chicago is looking for a candidate to join the Client Facing Middle Office (CFM) Team. The selected professional will handle operational, administrative, and financial market... ...along with a strong understanding of listed derivatives. The position offers flexible hybrid work...OperationsWork at officeFlexible hours
- ...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
- ...Manufacturing Co is seeking a customer service representative focused on the... ...exceptional support to clients through accurate and timely... ...particularly in relation to trading and risk management. Ideal... ...demonstrating proficiency in derivatives trading. Comprehensive benefits...Suggested
- ...modern, end-to-end trading ecosystem featuring... ...platform and direct-to-exchange infrastructure. We... ...joining a customer service team; you are joining... ...detail-oriented Futures Client Services Specialist to join our trade... ...frontline technical and operational resource for our...OperationsContract workTemporary workNight shiftAfternoon shift
- Northern Trust Corp is seeking a Consultant for Client Trade Operations in Chicago, IL. This role involves supporting Portfolio Management & Trading... ...Trust Corp and contribute to a company dedicated to excellence and community service. #J-18808-Ljbffr Northern Trust CorpOperations
- Corestream in Chicago is looking for a Client Operations Specialist to enhance its B2B file exchange processes. This hybrid role involves close collaboration with IT specialists to monitor data exchanges, manage invoicing, and ensure seamless technical support for clients...Operations
$66.7k - $113.3k
Northern Trust is seeking a Client Trade Operations Consultant based in Chicago, Illinois. This role involves supporting Portfolio Management & Trading, ensuring accurate cash flow data, and managing investment-related validations. The ideal candidate will have 3-5 years...Operations$24.36 - $36.67 per hour
...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 payWork experience placementWork at office$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. ~...OperationsFlexible hours- LegalAndGeneral in Chicago is looking for a Derivative Operations Manager to oversee post-trade workflows for OTC and ETD products. The successful candidate will manage a team focused on collateral management and ensure documentation meets regulatory standards. With over...Operations
- ...American Chamber of Commerce in Chicago is seeking a proactive Trade Show Sales & Operations Coordinator. This role combines inside sales, exhibitor... ..., and customer relationship management, connecting US clients with teams in Germany for seamless exhibitor experiences....OperationsRemote job
$51k - $98k
...Client Delivery Specialist (IP Business Legal Assistant) Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations... ...and international operations. At Husch Blackwell, we... ...responsibility for regularly exchanging information, documenting...OperationsFull timeTemporary workWork at officeFlexible hours2 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
$15 - $17.5 per hour
...friendly, and efficient checkout service. Engages customers and... ...servicing until satisfied, etc.). Operations Provides customers with... ...sale to customer and recommends trade-up and/or companion items. Registers... ..., rain checks, refunds, and exchanges as needed. Keeps counters and...OperationsHourly payWork experience placementSeasonal workLocal areaFlexible hoursShift workAfternoon shift- ...friendly, and efficient checkout service. Customer Experience... ...servicing until satisfied, etc.). Operations Provides customers with... ...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
$15 - $17.5 per hour
...assistance with products and services. Resolves customer issues and... ...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 and...OperationsHourly payWork experience placementSeasonal workLocal areaFlexible hoursShift workAfternoon shift$18.25 - $29.75 per hour
Client Service Specialist Job Locations US-IL-Chicago | US-MI-Ann Arbor | US-IN-Evansville | US-MN-Minneapolis Category/Function Trust/Wealth... ...The Client Service Specialist provides administrative and operational support to Wealth Advisors and Trust Officers. This role...OperationsFull time- ...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... ...to customer and recommends trade-up and/or companion items.... ...returns, rain checks, refunds, and exchanges as needed. Takes customer to...OperationsWork experience placementSeasonal workLocal areaImmediate startFlexible hoursShift workAfternoon shift
$84.6k - $122.7k
...by combining world class services, advisory and technology for our clients. We are committed to... ...commercial real estate, skilled trades or technology, or you're... ...Senior Client Delivery Specialist JLL Technologies |... ...and transition teams operating primarily in U.S. time zones...OperationsDaily paidFull timeLocal areaRemote workFlexible hours- ...friendly, and efficient checkout service. In accordance with state... ...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. Takes customer to...OperationsHourly payWork experience placementSeasonal workWork at officeLocal areaImmediate startFlexible hoursShift workAfternoon shift
- GoodVets, located in Chicago, is seeking a Client Service Representative to create a welcoming experience for clients and pets. In this role... ...calls, assist with appointment scheduling, and ensure smooth operations within the hospital. The ideal candidate has strong...OperationsWeekend workAfternoon shift
- ...support in a global markets operations function for one or... ...and/or product specialists to resolve. May manage... ...initiatives, systems, products/services and processes,... ...support lines. The client service advisor manages... ...developments within the trade settlement space are essential...OperationsWork experience placementLocal area
$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- ...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
$137.4k - $240.4k
...Capital Markets (Integrated Trading Solutions)... ...wealth management, asset servicing, asset management and... ...and to provide to our clients and the communities we... ...with internal trading, operations, risk and technology teams... ..., fixed income, derivatives), and trade lifecycle*...OperationsH1bWork at officeWorldwideFlexible hours- ...growth, we are currently looking to add a Client Operations Specialist to our dynamic and entrepreneurial... ...directly impact our company's file exchange processes and partner site reporting... ...externally. Demonstrate outstanding customer service skills with a professional, friendly,...OperationsCasual workFlexible hours
- Job Summary The Youth Client Services Specialist provides person-centered, trauma-informed, and low-barrier support to youth residents (ages 18... ...data integrity and strict continuity of care across shelter operations. Complete all required Medicaid-related service...OperationsPermanent employmentLocal areaImmediate startShift work
$42k - $48.7k
...day to day delivery of facilities services to a number of major client sites within a geographic territory... ...part in client account management, operational support, and financial success for... ...building engineering, maintenance trades, or related fields a plus $42,0...OperationsWork at officeMonday to FridayWeekend work
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