Post-trade Client Relationship

2 months ago

London, United Kingdom eFinancialCareers Full time

**Description**
The triResolve Service Management team is the first line of contact for our clients with regards to the delivery of the triResolve OTC derivative portfolio reconciliation service. The Post-Trade Client Relationship & Services Analyst will provide support toour clients and work closely with the product, business, development and sales teams globally and thus the role varies to account for regional characteristics.
Service Management is responsible for the smooth and timely running of the triResolve service. This team of dedicated staff is in continuous dialogue with major financial institutions worldwide, as well as other internal departments, with regards to featuresand upcoming events as well as any changes or developments to any aspects of the service such as, for example, the specification of the data that the subscribers will send or receive, or how the service integrates with other services or utilities in the OTCDerivatives space. Similarly, Service Management must continually stay abreast of any market or client events, activities or changes that potentially affect our service or our clients' use of our offering or ability to participate. In addition, Service Managementhas an important role in collecting input for
new and enhanced functionalities to the service as well as other new service offerings.
In summary, triResolve Service Management is responsible for pre-sales and client on-boarding, service delivery, customer success management as well as workflow/ product and productivity improvements. This can only be delivered by a highly skilled individualas well as close collaboration with Business Management, Product Management, Development and Sales teams.
KEY ACCOUNTABILITIES:

- Pre-Sales and on-boarding
- Assisting Sales in pre-sales process, meeting prospect clients, organizing demos
- Client onboarding and testing
- Customer Service
- Trade data normalisation / handling
- Review reconciliation output, investigate and fix differences
- Ensure structured and effective delivery of service
- Self
- education about current and upcoming market regulations and other significant changes
- Customer Success Management
- Regular client calls and client visits onsite
- Perform customer health checks, understanding client's process and needs
- Client trainings when needed via onsite visit or webinars
- Promote comprehensive and more effective usage of the service in collaboration with Business Management and Sales teams
- Productivity/ Workflow Improvements
- Raise internal request for new functionalities to improve the product offering
- Assist developers and Product Management with requirements and UAT testing as well as being closely involved in the development process
PERSON SPECIFICATION:
SKILLS:

- Fluency in French language is a must, any additional languages a bonus
- Customer relationship skills
- Good communication skills (verbal and written English)
- Ability to think outside the box and challenge existing status quo
- Proficiency in using text editors and advanced spreadsheet functions
- Ability to work in a fast pace environment
- Ability to multitask
KNOWLEDGE & EXPERIENCE
- The ability to understand complex process flows and concepts, as well as the ability to explain these accurately and concisely to our clients
- Basic Knowledge of OTC Derivatives and understanding of the trade data fields of these instruments as well as awareness of the OTC Derivative trade processing lifecycle would be beneficial
- Basic understanding of market and credit risk management of OTC Derivatives, such as yield curves and valuation would be beneficial
CME Group: Where Futures Are Made

  • Post-trade Client Relationship

    3 days ago

    London, United Kingdom S&P Global Full time

    **About the Role**: Client Relationship and Services - Associate The Post-Trade Client Relationship and Services (CRS) Team for triResolve Margin is the client-facing function serving a growing global triResolve Margin client base. triResolve is a network community service that provides counterparty exposure management services including proactive portfolio...

  • Post Trade Operations and Client Reporting Associate

    1 month ago

    London, United Kingdom Partners Capital Full time

    London - Role Description As a fast-growing company of over three hundred people, we are looking for someone to join our Post Trade Operations & Reporting function to help drive post-trade operational activity, reconciliation and client reporting production processes to support the broader Client Operations team in London. The Client Operations team is...

  • Client Relationship and Services Associate

    2 months ago

    London, United Kingdom CME Management Full time

    **Description** **Client Relationship and Services - Associate - French Speaking** Client Relationship and Services - Associate (reporting to triResolve Margin Team Lead) The Post-Trade Client Relationship and Services (CRS) Team for triResolve Margin is the client-facing function serving a growing global triResolve Margin client base. triResolve is a...

  • Client Relationship and Services Associate

    1 month ago

    London, United Kingdom CME Management Full time

    **Description** **Client Relationship and Services - Associate** Client Relationship and Services - Associate (reporting to triResolve Margin Team Lead) The Post-Trade Client Relationship and Services (CRS) Team for triResolve Margin is the client-facing function serving a growing global triResolve Margin client base. triResolve is a network community...

  • Client Relationship and Services Associate

    1 month ago

    London, United Kingdom CME Group Full time

    **Client Relationship and Services - Associate** Client Relationship and Services - Associate (reporting to triResolve Margin Team Lead) The Post-Trade Client Relationship and Services (CRS) Team for triResolve Margin is the client-facing function serving a growing global triResolve Margin client base. triResolve is a network community service that...

  • Mfv Consultant

    18 hours ago

    London, United Kingdom Client Relationship Consultancy Full time

    CRC works with over 100 different agencies and manufacturers in over 90 countries, and has offices in London, Boston, Munich, Chile and Sydney. The consultancy supports businesses to take a more strategic approach to the way they manage their relationships, with the belief that relationships are one of the most powerful and yet underutilised levers, and by...

  • Agency Lead

    2 months ago

    London, United Kingdom Client Relationship Consultancy Full time

    CRC is an established global relationship consultancy with offices in Boston, London, Munich, Sydney and Singapore. Our clients are the world's leading communications agencies, including every major agency group. We provide relationship intelligence and consultancy to enable agencies to strategically manage their client relationships and achieve their own...

  • Trade Training Specialist

    2 months ago

    London, United Kingdom Travel Trade Recruitment Full time

    An exciting opportunity exists for a Trade Training Specialist to join our client in their UK office in Central London. If you are passionate about travel and tourism and are looking for an exciting new opportunity as a Trade Training Specialist, pleasedo get in touch. **The Job**: - Provide input into the development of trade training strategy and roll...

  • Finance Assistant

    3 weeks ago

    London, United Kingdom Client Relationship Consultancy Full time

    **The role** The Finance Assistant will be responsible for supporting the finance team in managing and developing the financial side of a privately owned and fast growing company. **The Company** The Client Relationship Consultancy is a specialist data driven consultancy supporting clients in the advertising, media, marketing and manufacturing sectors and...

  • Programmatic Trading Specialist

    5 days ago

    London, United Kingdom The Trade Desk Full time

    The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers - and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value the...

  • Senior Trade Policy Adviser

    2 weeks ago

    London, United Kingdom Department for International Trade Full time

    **Details**: **Reference number**: - 253019**Salary**: - £31,443 - £36,624- National: £31,443 - £33,097; London: £35,008 -£36,624**Job grade**: - Higher Executive Officer**Contract type**: - Permanent**Business area**: - DIT - Trading Systems: Bilateral Trade Relations**Type of role**: - International Trade - Policy**Working pattern**: -...

  • Java Developer Low Latency Trading

    2 weeks ago

    London, United Kingdom Client Server Ltd. Full time

    **Java Developer / Software Engineer (Java Low Latency) *Hybrid WFH* to £140k+** Global Investment Bank is seeking a Java Developer with Java and Front Office trading systems experience. You will join a small, highly talented Agile team of software developers responsible for the banks' FX trading platform. **Your role**: As a Java Developer you will take...

  • Trade Finance Relationship Manager

    1 week ago

    London, United Kingdom People First Full time

    Ref: 21311 **Your New Job Title**: Trade Finance Relationship Manager **The Skills You'll Need**: Fluent English, be familiar with trade finance products in primary and secondary markets for both corporate and FI clients; **Your New Salary**: Very competitive + bonus + benefits **Location**: London **What You'll be Doing Each Day**: This role is sitting...

  • Senior Policy Advisor, Post Office Policy

    1 month ago

    London, United Kingdom Department for Business and Trade Full time

    **Details**: **Reference number**: - 325942**Salary**: - £39,384 - £46,715- SEO: National: £39,384 - £43,169 London: £43,007 - £46,715- A Civil Service Pension with an average employer contribution of 27%**Job grade**: - Senior Executive Officer**Contract type**: - Permanent**Business area**: - DBT - DG BG - Business Resilience**Type of role**: -...

  • Telecommunications Trade Policy Advisor

    2 weeks ago

    London, United Kingdom Department for International Trade Full time

    **Details**: **Reference number**: - 274963**Salary**: - £31,443 - £36,624- HEO: National: £31,443 - £33,097; London: £35,008 - £36,624**Job grade**: - Higher Executive Officer**Contract type**: - Permanent**Business area**: - DIT - Trade Negotiations: Trade Policy B**Type of role**: - International Trade - Policy**Working pattern**: - Flexible...

  • Associate Trading Director, Advertiser

    4 weeks ago

    London, United Kingdom The Trade Desk Full time

    The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value...

  • Associate Trading Director, Advertiser

    4 weeks ago

    London, United Kingdom The Trade Desk Full time

    The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value...

  • Associate Trading Director, Advertiser

    3 weeks ago

    London, United Kingdom The Trade Desk Full time

    The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value...

  • Post Trade Services Manager

    4 weeks ago

    London, United Kingdom CMC Markets Full time

    CMC Markets are hiring a skilled Derivatives specialist with a proven background working in ETD Operations. Covering a both Exchange Traded Options and Global Futures, plus CMC OTC Options product. F&O Operations require a motivated individual to perform key control functions and liaise with our clients regarding all of their Operational requirements....

  • Software Engineer Java Low Latency Trading

    1 week ago

    London, United Kingdom Client Server Ltd. Full time

    **Software Engineer / Developer (Java Low Latency) *Hybrid WFH* to £140k+** Global Investment Bank is seeking a Software Engineer with Java and Front Office trading systems experience. You will join a small, highly talented Agile team of software developers responsible for the banks' FX trading platform. **Your role**: As a Software Engineer you will take...