Trading Services Associate

Join our Cleared Margin Client Service Team within Prime Financial Services, where your expertise will drive margin settlement efficiency and risk mitigation. Collaborate with a global team to manage client relationships and ensure seamless operations in a dynamic market environment. Elevate your career by partnering with diverse stakeholders and enhancing our client service offerings.

Job Summary

As a Client Service Representative within the Cleared Margin Client Service Team, you will manage margin settlements for Futures, Options, and OTC Cleared Products. You will liaise with buy-side clients and develop partnerships with internal teams to ensure risk mitigation and operational excellence. Your role will involve providing a controlled environment for counterparty risk management and supporting the prime brokerage/clearing businesses.

Job Responsibilities

• Book client-agreed margin and respond to incoming margin calls.
• Follow up on counterparty failed settlements and investigate disputes.
• Resolve incoming queries regarding client portfolios promptly.
• Escalate issues accurately in line with regulatory requirements.
• Develop the Clearing Client Service offering and generate efficiencies.
• Provide flexible support in a changing market environment.
• Collaborate with internal teams to enhance client service.
• Ensure accurate and timely margin settlements.
• Maintain high levels of accuracy and attention to detail.
• Communicate effectively across multiple lines of business.
• Adhere to strict deadlines and procedures.

Required Qualifications, Capabilities, and Skills:

• Minimum5 years of external client services experience or similar.
• Possess working knowledge of OTC Derivative products, Futures, and Options.
• Solve problems and develop solutions for clients strategically.
• Exhibit high accuracy, numeracy, and core system skills.
• Communicate effectively with diverse stakeholders.
• Meet clients confidently and deliver feedback on data.
• Adhere to strict deadlines and work methodically.

Preferred qualifications, capabilities, and skills

• Demonstrate strong risk and control awareness.
• Act as a dynamic and proactive team player.
• Build effective relationships with a variety of stakeholders.
• Adapt to changing environments and market conditions.
• Implement process improvements strategically.
• Engage in detailed interactions across business lines.
• Ensure team efficiency and collaboration.