Client Services Manager

Client Services Manager

City of London Part-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support Futures & Options clients and manage daily operations in a dynamic team.
  • Company: Join a leading firm in the financial sector, known for innovation and client focus.
  • Benefits: Enjoy part-time hours, hybrid work options, and a collaborative environment.
  • Why this job: Be part of a crucial team that bridges clients and operations, enhancing your skills.
  • Qualifications: 3-5 years in Futures Client Services; strong communication and operational risk knowledge required.
  • Other info: Work 3 days a week with a mix of office and remote flexibility.

The predicted salary is between 36000 - 60000 £ per year.

PART TIME - 3 days per week

Role:

To provide daily operational support primarily for all Futures & Options clients as part of the Client Relationship Management (CRM) team. The CRM team works closely with F&O and Commodities desks; they also work closely with Finance, IT, Market Risk and Compliance. The CRM team is an operations-based team and provides a key link between clients and the other support departments that form Operations.

Role hours of work:

The CRM Department currently operates a daily 3-tier shift pattern (covering 7am through to 6pm). This is a Part-time / Job-share hybrid working role, where the candidates will work 3 days a week with 2 of those days being in the office, with an expectation that through the probationary period, all 3 days will be in the office.

Responsibilities:

  • Issue and manage clients’ daily margin calls, liaising with both clients and Front Office account owners.
  • Ensure that clients are called for funds when appropriate.
  • Report margin calls and all subsequent actions to Desk heads, Market Risk and Senior Management.
  • Payment processing and receipt management, liaising with the Treasury department to ensure accurate allocation of incoming funds.
  • Management of client queries, working with Transaction processing team and Ops Control teams to ensure resolutions provided.
  • Facilitation of client SSI setups and management of 3rd party payment requests.
  • Setting up and maintenance of all client accounts, commissions, and interest.
  • Management and processing of client position transfers.
  • Management of our Client Portal, facilitating queries and issues which may arise directly from clients.
  • Processing and management of all aspects of client interest payable/receivable.
  • Participate in the departmental cross training plans as and when required (Deliveries and Static Data).
  • To ensure all controls are adhered to and reviewed regularly for effectiveness.

Essential skills:

  • At least 3-5 years’ experience in Futures/LME Client Services or equivalent operations role.
  • High level of knowledge of Futures markets and relevant products, trade management of these products and reducing operational risk where possible.
  • Direct experience of working within a Futures Back Office and risk-based environment.
  • Proactive mindset and a desire to challenge existing procedures and processes.
  • Strong communication skills, both written and verbal.
  • Excellent understanding of Operational Risk.
  • Strong (internal/external) customer service knowledge.
  • The ability to cultivate and maintain effective relationships with key business stakeholders.
  • Good knowledge of Microsoft suite of products.

Client Services Manager employer: Orla Rose Associates

As a part-time Client Services Manager, you will thrive in a dynamic and supportive work environment that prioritises employee well-being and professional growth. Our company fosters a collaborative culture where your contributions are valued, and you will have the opportunity to develop your skills while working closely with various departments. Located in a vibrant area, we offer flexible working arrangements that promote a healthy work-life balance, making us an excellent employer for those seeking meaningful and rewarding employment.
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Contact Detail:

Orla Rose Associates Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Manager

✨Tip Number 1

Familiarise yourself with the Futures and Options markets. Understanding the products and their operational processes will give you an edge in conversations during interviews and help you demonstrate your expertise.

✨Tip Number 2

Network with professionals in the industry, especially those who work in client services or operations roles. Attend relevant events or webinars to connect with potential colleagues and learn more about the company culture at StudySmarter.

✨Tip Number 3

Prepare to discuss your experience in managing client relationships and resolving queries. Think of specific examples where you've successfully navigated challenges, as this will showcase your problem-solving skills and customer service knowledge.

✨Tip Number 4

Research StudySmarter's values and mission. Tailoring your approach to align with our goals will not only show your enthusiasm for the role but also demonstrate that you're a good fit for our team.

We think you need these skills to ace Client Services Manager

Client Relationship Management
Operational Support
Margin Call Management
Payment Processing
Client Query Resolution
Futures Market Knowledge
Trade Management
Risk Management
Communication Skills
Customer Service
Stakeholder Management
Microsoft Office Suite Proficiency
Proactive Mindset
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in client services, particularly within Futures or LME environments. Emphasise your operational skills and any specific achievements that demonstrate your ability to manage client relationships effectively.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of the Futures markets and how your proactive mindset can contribute to improving existing processes within the CRM team.

Highlight Relevant Skills: Clearly outline your strong communication skills and customer service knowledge. Provide examples of how you've successfully managed client queries and facilitated effective relationships with stakeholders in previous roles.

Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this role. A polished application reflects your professionalism and commitment.

How to prepare for a job interview at Orla Rose Associates

✨Showcase Your Industry Knowledge

Make sure to demonstrate your understanding of the Futures and Options markets during the interview. Discuss relevant products and your experience in managing trades, as this will show that you are well-versed in the field and can hit the ground running.

✨Highlight Your Client Management Skills

Prepare examples of how you've successfully managed client relationships in the past. Focus on your ability to resolve queries and maintain effective communication, as these are crucial for the Client Services Manager role.

✨Emphasise Your Proactive Mindset

Be ready to discuss instances where you've challenged existing procedures or improved processes. This will illustrate your proactive approach and willingness to enhance operational efficiency, which is key for this position.

✨Demonstrate Strong Communication Skills

Since strong verbal and written communication skills are essential, practice articulating your thoughts clearly. You might be asked to explain complex concepts, so being concise and clear will help you stand out.

Client Services Manager
Orla Rose Associates
Location: City of London
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