Client Relationship and Services Associate

2 days ago

London, United Kingdom CME Management Full time

**Description**

Client Relationship and Services - Associate (reporting to triResolve Margin Team Lead)

Position overview
- Daily handling and resolution of client issues
- Leading new clients through testing, onboarding and training on new functionality
- Providing client feedback and requests to internal stakeholders
- Giving demos to prospective clients together with Sales
- Working within our Customer Success framework:

- Responsibility for a set of assigned accounts - getting to know the client and building lasting relationships
- Regular outreach to clients to provide product updates
- Work in close collaboration with senior members of the triResolve Margin CRS team on larger accounts, as well as with other stakeholders on joint clients

**Responsibilities**:

- Collaboration with internal teams on account management and client feedback
- Build, document and maintain close relationships with set of assigned clients
- Work within the Key Business Initiative (KBI) framework where relevant
- Promote comprehensive and effective usage of the service as appropriate to each client
- Raise functionality requests and take part in brainstorming or feature testing
- Perform customer health checks and fix setup inconsistencies

Requirements and preferred experience
- Meticulous attention to detail and analytical ability
- Client-facing or prior support experience
- Relationship management skills and motivation to develop and excel in this area
- The ability to understand complex process flows and concepts, as well as to explain these accurately and concisely to clients
- Interest in technology
- Self-motivated and curious to learn
- Ability to work in a fast-paced environment and to multitask
- Proven team player
- Excellent written and verbal communication skills in English; additional (European) language(s) would be a bonus
- Knowledge of finance (including derivatives) and awareness of the trade processing lifecycle would be beneficial
- Basic understanding of trade reconciliation, collateral management and/or settlement processes ideal

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