Client Relationship Manager (F&O) - Part Time
To provide daily operational support primarily for all Futures & Options clients as part of the Client Relationship Management (CRM) team.
The CRM team work closely with F&O and Commodities desks; they also work closely with Finance, IT, Market Risk and Compliance.
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.
What you'll do:
- 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.
What you bring:
- 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.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
