This position is within Client Services supporting Fixed Income Prime Brokerage (FIPB):
The Client Service Representative (CSR) is the first point of contact for our clients, responsible for managing their day to day operational needs. The team interacts daily with clients, understanding their needs and works to build and maintain relationships not only within FIPB but across the broader Client Services Teams globally. Ideal candidates will possess the ability to work in a high paced environment with demanding clients who require accurate and timely resolution of issues. The role will entail monitoring daily trading activities across multiple markets, mitigating risk for the firm and client and acting as an escalation point for core operations teams working to resolve issues. The team interacts with Front Office and Sales to help drive an protect revenues, Core Operations teams to escalate and resolve issue and other Client Service teams to drive process improvements and efficiencies leading to an enhanced client experience and reduced operational risk and expense. There are opportunities for growth with cross training into other client services teams and future mobility within the broader Client Services Organization
**** Primary point of contact for client inquires and problem resolution
Act as a point of escalation for core operations teams within Fixed Income as well as the broader organization
Daily monitoring of client activity across multiple markets managing risk and servicing clients daily needs
Drive operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk
Client visits and meetings as required
Metric reporting and analysis
5+ Years of experience, preferably in a client service or middle office operations capacity
Excellent communications skills and ability to present to an audience
Ability to work under pressure individually and in a team environment
Ability to liaise with all levels of the firm and people with different experiences and backgrounds
Knowledge/experience in FI products, US and Sovereign debt products and REPO Financing is a PLUS.
Enterprise Job Description
Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff , but has no formal supervisory responsibility. Has five or more years of portfolio management, sales, marketing, or relationship management experience. Often has a CFA. Possesses a strong knowledge of the firm's products and services. Based on performance and experience, does not have the prominence of a Senior Level I.
Posting Date : 09/09/2019
New York, NY, 222 BROADWAY (NY3222),
- United States
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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