Client Manager triResolve

at  SP Global

KEY ACCOUNTABILITIES:

Pre-Sales and on-boarding
Assisting Sales and Customer Success in pre-sales process, meeting prospect clients, organizing demos
Client onboarding and testing
Customer Service
Ownership of selected accounts.
Daily assistance to owned subscribers (via email, phone and in person)
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 Care
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 Customer Success and Sales teams
Participate in key business initiatives
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

SKILLS:

Customer relationship skills
The ability to interpret trade data
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
Good communication skills (verbal and written English)
Fluency in another language would be beneficial (German highly beneficial)

KNOWLEDGE & EXPERIENCE:

Good customer relationship skills
The ability to understand complex process flows and concepts, as well as the ability to explain these accurately and concisely to our clients
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
Good understanding of computer logics and database structures and/or interest in technology
Previous experience with triResolve or similar relevant background
About OSTTRA
Candidates should note that OSTTRA is an independent firm, jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global provides recruitment services to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts.
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.
With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.
Learn more at www.osttra.com .
What’s In It For You?

Position: Client Manager triResolve
Level: Analyst
Department: Client Relationship and Services triResolve
Reporting To: Client Relationship and Services Team Leader triResolve
The candidate will have both a meticulous attention to detail and an understanding of financial products. Knowledge about OTC derivatives, risk and technical ability is desirable. Good written and verbal communication skills in English are a must. Candidates with prior experience of collateral management, fund administration and/or regulatory are especially welcome to apply for the position.
The triResolve Client Relationship and Services team is the first line of contact for our clients with regards to the delivery of the triResolve OTC derivative portfolio reconciliation service. The Client Manager will provide support to our clients and work closely with the product, business, development and sales teams globally and thus the role varies to account for regional characteristics.
Client Relationship and Services 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 features and 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 OTC Derivatives space. Similarly, Client Relationship and Services 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, Client Relationship and Services has an important role in collecting input for new and enhanced functionalities to the service as well as other new service offerings.
In summary, triResolve Client Relationship and Services is responsible for 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 individual as well as close collaboration with Customer Success, Product Management, Development and Sales teams.