Client Relationship and Services Associate

at  SP Global

KEY ACCOUNTABILITIES:

Pre-Sales and on-boarding
Assisting Senior Associate Client Managers
Customer Service
Daily assistance to subscribers on all issues relating to the service (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 Success Management
Assisting Senior Associate Client Managers
Productivity/ Workflow Improvements
Discuss internal requests for new functionalities to improve the product offering with Associate and Senior Associate Client Managers
Assist developers and Product Management with requirements and UAT testing as well as being closely involved in the development process

KNOWLEDGE & EXPERIENCE:

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 awareness of the OTC Derivative trade processing lifecycle would be beneficial
Basic understanding of market and credit risk management of OTC Derivatives would be beneficial
An interest in technology
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?

ABOUT THE ROLE:

Client Manager triResolve Associate
Department: Client Services TriResolve
Reporting To: Client Services Team Leader triResolve

ROLE SUMMARY:

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 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 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 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 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 Services is responsible for pre-sales and client on-boarding, service delivery, customer success management as well as workflow/ product and productivity improvements. This can only be delivered in close collaboration with Business Management, Product Management, Development and Sales teams.