At a Glance
- Tasks: Support clients with triResolve services and ensure smooth operations in a fast-paced environment.
- Company: Join OSTTRA, a dynamic joint venture shaping the future of financial technology.
- Benefits: Enjoy health coverage, flexible time off, continuous learning, and family-friendly perks.
- Why this job: Be part of a team that drives innovation in global financial markets.
- Qualifications: Strong communication skills and a knack for problem-solving are essential.
- Other info: Great opportunity for career growth in a collaborative and supportive culture.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Overview
- 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 services rep will provide support to our clients and work closely with the product, business, development and sales teams globally
- 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.
Role Summary
- triResolve Client 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 in close collaboration with Business Management, Product Management, Development and Sales teams.
Responsibilities
- On-boarding
- Onboarding of new clients/funds and existing clients to new functionality/workflow
- 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
- Partnering with the Customer Success team on operational issues to ensure a positive client experience and relationship is fostered and maintained
- Productivity/ Workflow Improvements
- Discuss internal requests 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
Requirements
Skills:
- The ability to interpret trade data
- Customer relationship skills
- 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)
- Good teamwork skills and being a quick learner
Knowledge & experience:
- Extensive previous experience with triResolve or similar relevant background
- 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
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?
Benefits:
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Recruitment Fraud Alert:
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here .
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Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:" EEO.Compliance@spglobal.com "and your request will be forwarded to the appropriate person."
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf " describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision – https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
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20 – Professional (EEO-2 Job Categories-United States of America), BSMGMT203 – Entry Professional (EEO Job Group)
Client Manager triResolve employer: S&P Global
Contact Detail:
S&P Global Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager triResolve
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might have insights into triResolve or similar roles. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of OTC derivatives and the reconciliation process. We want you to be able to discuss how you can contribute to client success and service delivery with confidence!
✨Tip Number 3
Showcase your problem-solving skills during interviews. Think of examples where you’ve tackled challenges in client management or service delivery. We love candidates who can think outside the box!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at OSTTRA!
We think you need these skills to ace Client Manager triResolve
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Manager role. Highlight your experience with client services and any relevant knowledge of OTC derivatives. We want to see how you can bring value to our team!
Show Off Your Communication Skills: Since this role involves a lot of client interaction, it's crucial to demonstrate your communication skills in your application. Use clear and concise language, and don’t forget to proofread for any errors. We love a polished application!
Highlight Your Teamwork Experience: We’re all about collaboration at StudySmarter, so make sure to mention any past experiences where you worked closely with teams. Whether it’s product management or customer success, show us how you thrive in a team environment.
Apply Through Our Website: To ensure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and get back to you quickly. We can’t wait to hear from you!
How to prepare for a job interview at S&P Global
✨Know Your Stuff
Make sure you brush up on your knowledge of OTC derivatives and the triResolve service. Understanding the intricacies of trade data and reconciliation processes will show that you're not just a candidate, but someone who can hit the ground running.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating complex concepts clearly and concisely. You might want to prepare examples of how you've successfully communicated with clients in the past, especially in challenging situations.
✨Demonstrate Team Spirit
This position requires collaboration with various teams. Be ready to discuss your experience working in teams and how you’ve contributed to achieving common goals. Highlight any instances where you’ve worked closely with product or development teams.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s future developments or challenges in the OTC derivatives space. This shows your genuine interest in the role and helps you gauge if the company aligns with your career aspirations.