Investment Banking

Our client, a global European investment bank, is seeking an experienced Futures & Options candidate to join their small listed derivatives team as a client services representative.

The Client Services Representative will act as a dedicated point of contact for clients; providing a professional and efficient service and knowing the controls, procedures and regulations pertaining to F&O.

CSR’s resolve all queries in a timely manner, and liaise closely with the Sales and Clearing teams to ensure strong communication lines are maintained throughout the business.

Client Service Representative responsibilities are:

  • Provide a professional and efficient service
  • Develop a strong relationship with existing clients
  • Know controls, procedures and regulations pertaining to F&O
  • Resolve all queries in a timely manner
  • Margin all documented clients
  • Investigate cash outstanding items
  • Inform clients of pending deliveries/expiries/first notice days
  • Close-outs
  • Problem escalation
  • Manage the interest accrual process
  • Review processes regularly and where possible make suggestions for greater efficiency
  • Any ad hoc requests of the team are dealt with in an appropriate manner

A Client Service Representative should possess the following skills:

  • Minimum 3 years F&O experience
  • Strong F&O technical knowledge
  • Proven client relationship management experience
  • Good team player, ensuring that the team works together in the most efficient manner
  • Flexible attitude towards working hours due to the demands of the working place
  • Strong intellectual curiosity for process improvements
  • Excellent Client focus and Customer care working practices
  • Good written and verbal communication skills
  • Able to work accurately and effectively under pressure
  • Strong time management skills required to meet the many internal and external deadlines
  • Positive “can do” approach
  • Keeping management informed continuously of issues
  • Knowledge of GMI an advantage

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