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For Companies At a Glance
- Tasks: Manage client accounts, collect brokerage fees, and ensure accurate trade reconciliations.
- Company: Join a leading financial services firm focused on trading and client relationships.
- Benefits: Enjoy a hybrid work model with flexibility and competitive perks.
- Why this job: Build strong client relationships while developing your skills in a dynamic environment.
- Qualifications: Experience in brokerage or client services, strong communication, and Excel skills required.
- Other info: Located in Central London, this role offers a vibrant workplace culture.
The predicted salary is between 48000 - 72000 £ per year.
Responsibilities
- Serve as the dedicated contact for assigned client accounts across all trading disciplines.
- Collect outstanding execution brokerage for listed derivatives through platforms like Atlantis.
- Perform daily reconciliations to validate accurate trade booking and facilitate timely collections.
- Lead regular client calls (weekly) to review outstanding items, discuss reconciliation issues, and build strong relationships.
- Allocate cash accurately and in a timely manner.
- Respond to client queries on specific trades or billing matters, providing solutions within agreed timeframes.
- Process trade amendments as required, in coordination with front/middle office teams.
- Ensure timely and accurate dispatch of monthly invoices and respond to ad hoc requests (spreadsheet-formatted bills).
- Liaise with clients to resolve payment-blocking issues and ensure prompt brokerage settlement.
- Provide detailed trade breakdowns to the allocations team to support reconciliation.
- Monitor and manage aged debt, escalating issues as necessary to senior stakeholders.
- Maintain centralised client service documentation, including invoicing agreements, call logs, and visit notes.
- Support senior management in preparation for client meetings by producing relevant reports and insights.
Skills and Experience Required
- Previous experience in brokerage receivables or client services within financial services or trading environments.
- Strong understanding of listed derivatives and related billing platforms (e.g., Atlantis, FIA Tech Docs).
- Proven ability to manage client relationships professionally and effectively.
- Strong communication and stakeholder management skills, including confidence in leading client calls.
- High attention to detail and strong reconciliation skills.
- Proficiency in MS Excel and familiarity with billing/settlement systems.
- Ability to work both independently and as part of a collaborative team.
Working Arrangements
This role is based in Central London with a hybrid working model, combining in-office presence with remote flexibility.
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Brokerage Receivables Client Services Manager employer: Cantor Fitzgerald Securities
Contact Detail:
Cantor Fitzgerald Securities Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Brokerage Receivables Client Services Manager
✨Tip Number 1
Familiarise yourself with the specific billing platforms mentioned in the job description, like Atlantis. Understanding how these systems work will not only help you during the interview but also demonstrate your proactive approach to the role.
✨Tip Number 2
Brush up on your knowledge of listed derivatives and their trading processes. Being able to discuss these topics confidently will show that you have the relevant expertise and are ready to hit the ground running.
✨Tip Number 3
Prepare for client calls by practising your communication skills. Since leading client calls is a key responsibility, being articulate and confident will set you apart from other candidates.
✨Tip Number 4
Network with professionals in the brokerage and financial services sectors. Building connections can provide valuable insights into the industry and may even lead to referrals or recommendations for the position.
We think you need these skills to ace Brokerage Receivables Client Services Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in brokerage receivables or client services. Emphasise your understanding of listed derivatives and any specific platforms like Atlantis that you have worked with.
Craft a Compelling Cover Letter: In your cover letter, address how your skills align with the responsibilities outlined in the job description. Mention your experience in managing client relationships and leading calls, showcasing your communication skills.
Highlight Relevant Skills: Clearly list your proficiency in MS Excel and any familiarity with billing or settlement systems. Provide examples of how you've used these skills in previous roles to support your application.
Prepare for Client-Focused Questions: Anticipate questions related to client management and reconciliation processes. Be ready to discuss specific scenarios where you successfully resolved client issues or improved processes in your previous roles.
How to prepare for a job interview at Cantor Fitzgerald Securities
✨Know Your Client Accounts
Before the interview, research the types of client accounts you will be managing. Understand their trading disciplines and how they interact with platforms like Atlantis. This knowledge will help you demonstrate your readiness to serve as a dedicated contact.
✨Showcase Your Reconciliation Skills
Be prepared to discuss your experience with daily reconciliations and how you ensure accurate trade booking. Highlight specific examples where your attention to detail made a difference in resolving discrepancies or improving processes.
✨Demonstrate Strong Communication Abilities
Since leading regular client calls is a key responsibility, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've built strong relationships with clients in the past and how you handle queries effectively.
✨Familiarise Yourself with Billing Platforms
Make sure you understand the billing platforms mentioned in the job description, such as Atlantis and FIA Tech Docs. Being able to speak knowledgeably about these systems will show that you're well-prepared for the role and can hit the ground running.
