Client Service Representative

Pontoon

Posted on Apr 30, 2024 by Pontoon
Chester, Cheshire, United Kingdom
Accountancy
Immediate Start
£55k - £55k Annual
Contract/Project

Client Service Representative

Chester

12 Month Contract

£55,000 per annum (PAYE)

The Role

My high-profile banking client is seeking a dynamic and experienced Client Service Representative (CSR) to join their team. In this role, you will serve as the main point of contact for a prestigious clientele dealing in Futures & Options and OTC clearing. Your primary responsibilities will include providing exceptional client support, managing trades and positions, and handling inquiries across the derivatives space. This position demands outstanding customer service skills to enhance overall client relationships. This is a hybrid role 3 days a week office based and 2 days a week remote, Monday to Friday 08:00 - 18:00 (some weekend work may be required).

Key Role and Daily Tasks

  • Act as a subject matter expert for client queries regarding trades, positions, life cycle events, and product offerings.
  • Serve as the central point of contact for clients, conducting research and internal outreach to address client queries and escalations.
  • Coordinate outreach efforts and understand clients' intentions regarding trading activities and options expires.
  • Facilitate client requests for additional access to relevant platforms and portals.
  • Establish regular dialogue with internal teams and keep them informed of client concerns and product requests.
  • Conduct frequent meetings with priority clients to discuss metrics, outstanding issues, and strategic industry focus areas.
  • Collaborate with Client Service Relationship Managers to prioritise and resolve client issues effectively.
  • Work with clients to promote self-service opportunities and streamline processes.
  • Maintain accurate client profiles and contact information.

Skills & Qualifications

  • Strong communication and leadership skills with the ability to interact effectively with clients and internal stakeholders.
  • Ability to thrive in a fast-paced environment and manage multiple tasks simultaneously.
  • Demonstrated ability to work independently, take ownership of tasks, and evaluate risk elements effectively.
  • Proficiency in Microsoft Excel, Word, and PowerPoint.
  • Experience in client execution and clearing for futures and derivatives products on global markets.
  • Knowledge of industry rules, regulations, and common business practices.
    Experience with GMI and other systems associated with cleared Futures and Derivatives (preferred).
  • Experience working in a global environment with outsourced partners (preferred).
  • In-depth knowledge of the margin process for futures and options.
  • Ability to drive innovation and unique solutions.
  • Experience in collaborating with diverse viewpoints to determine the best path forward.
  • Commitment to challenging the status quo and promoting positive change.
  • Belief in the value of diversity to meet the diverse needs of clients and employees.

Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly.

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.


Reference: 2753022119

https://jobs.careeraddict.com/post/90421715

This Job Vacancy has Expired!

Pontoon

Client Service Representative

Pontoon

Posted on Apr 30, 2024 by Pontoon

Chester, Cheshire, United Kingdom
Accountancy
Immediate Start
£55k - £55k Annual
Contract/Project

Client Service Representative

Chester

12 Month Contract

£55,000 per annum (PAYE)

The Role

My high-profile banking client is seeking a dynamic and experienced Client Service Representative (CSR) to join their team. In this role, you will serve as the main point of contact for a prestigious clientele dealing in Futures & Options and OTC clearing. Your primary responsibilities will include providing exceptional client support, managing trades and positions, and handling inquiries across the derivatives space. This position demands outstanding customer service skills to enhance overall client relationships. This is a hybrid role 3 days a week office based and 2 days a week remote, Monday to Friday 08:00 - 18:00 (some weekend work may be required).

Key Role and Daily Tasks

  • Act as a subject matter expert for client queries regarding trades, positions, life cycle events, and product offerings.
  • Serve as the central point of contact for clients, conducting research and internal outreach to address client queries and escalations.
  • Coordinate outreach efforts and understand clients' intentions regarding trading activities and options expires.
  • Facilitate client requests for additional access to relevant platforms and portals.
  • Establish regular dialogue with internal teams and keep them informed of client concerns and product requests.
  • Conduct frequent meetings with priority clients to discuss metrics, outstanding issues, and strategic industry focus areas.
  • Collaborate with Client Service Relationship Managers to prioritise and resolve client issues effectively.
  • Work with clients to promote self-service opportunities and streamline processes.
  • Maintain accurate client profiles and contact information.

Skills & Qualifications

  • Strong communication and leadership skills with the ability to interact effectively with clients and internal stakeholders.
  • Ability to thrive in a fast-paced environment and manage multiple tasks simultaneously.
  • Demonstrated ability to work independently, take ownership of tasks, and evaluate risk elements effectively.
  • Proficiency in Microsoft Excel, Word, and PowerPoint.
  • Experience in client execution and clearing for futures and derivatives products on global markets.
  • Knowledge of industry rules, regulations, and common business practices.
    Experience with GMI and other systems associated with cleared Futures and Derivatives (preferred).
  • Experience working in a global environment with outsourced partners (preferred).
  • In-depth knowledge of the margin process for futures and options.
  • Ability to drive innovation and unique solutions.
  • Experience in collaborating with diverse viewpoints to determine the best path forward.
  • Commitment to challenging the status quo and promoting positive change.
  • Belief in the value of diversity to meet the diverse needs of clients and employees.

Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly.

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

Reference: 2753022119

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