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Business Analyst

Collabera

Business Analyst

As a Client Relationship Manager / Client Service Representative (CSR), you will serve as the primary point of contact for the clients customers dealing in Futures & Options and OTC Clearing.

The primary functions of this role include:

  • Providing client support with trade and position management.
  • Managing client relationships.
  • Responding to market and product inquiries across the derivatives space.
  • Supporting top-tier institutional clients while delivering outstanding customer service to strengthen client relationships.

Key Responsibilities:

  • Serve as the subject matter expert for client inquiries related to trades, positions, lifecycle events, commissions, reporting, and product offerings.
  • Act as the central point of contact by researching and coordinating internally to resolve client queries and escalations.
  • Handle escalations from both clients and internal teams to drive resolution on critical initiatives.
  • Coordinate client outreach regarding last trade dates, physically settled contracts, and options expiries.
  • Manage requests for additional access to the Mercury portal.
  • Maintain regular communication with the Marketing team regarding client concerns, product requests, and internal tracking.

Required Qualifications:

  • Strong communication and leadership skills with the ability to interact effectively with clients and business partners.
  • Ability to work in a fast-paced environment while managing multiple priorities.
  • Self-motivated with the ability to work independently and take ownership of tasks and processes.
  • Strong understanding of risk management in a client-facing environment.
  • Proficiency in Excel, Word, and PowerPoint.
  • Strong knowledge of client execution and clearing for Futures and Derivatives products across global markets.
  • Understanding of industry rules, regulations, and standard market practices.
  • Experience with GMI and other systems associated with cleared Futures and Derivatives.
  • Experience working in a global environment with outsourced partners is a plus.
  • In-depth knowledge of the margin process for Futures and Options.
  • Ability to drive innovation and contribute new ideas.
  • Comfortable working with diverse teams and viewpoints to determine the best solutions.
  • Experience building relationships with a diverse client base and understanding evolving business needs.
  • Commitment to continuous improvement and positive change.
  • Ability to drive collaborative efforts to improve tools, technology, and ways of working.
  • Values diversity and inclusion to better serve clients and employees worldwide.

Interested candidates, please send your updated resume or feel free to reach out for more details.

Collabera
Vacancy posted 1 day ago
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