Client Service Associate, Operations Client Service Associate, Operations …

Macquarie Group
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Macquarie Group
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Client Service Associate, Operations
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Client Services Associate, Clearing Operations

Job no: CGM-947637
Work type: Full time
Location: Chicago
Group: Commodities and Global Markets
Division: Futures
Recruiter: Sophie Miller Chatfield

We're looking for a new client services associate to join our clearing operations team in Chicago.  The Client Solutions team within the Futures and Options/Listed Derivatives group is comprised of experienced industry professionals who possess detailed knowledge of global markets and operations and their impact on client relationships. The team is responsible for providing a single point of contact to assist with streamlining the numerous aspects of post trade and clearing activities. Each Client Solutions Representative (CSR) is responsible for managing a specific group of client relationships within a team context. This multifaceted role is designed to ensure a high level of consistency that guarantees client satisfaction across all aspects of the clearing relationship. In addition to daily/day-to-day functions the CSR is expected to develop a clear understanding and familiarity of our client bases processes, structures, strategies and operational requirements. This knowledge and familiarity of the client allows the CSR to proactively recognize issues and identify areas for technology implementation and development. CSRs also work very closely with the following teams: Sales and Marketing, Execution/Front Office, Operations/Back Office, Compliance, Risk Management, IT and Trade Support. On a day to day basis, you'll monitor the daily client margin process ensuring all calls, payments and collateral transactions are processed across client accounts correctly and that margin requirements are met.  You'll monitor clients through the contract delivery and settlement processes including: ex-pit transfers, options exercise and assignment notification, client interaction surrounding physical delivery and cash settlements.  Using your strong communication skills, you'll respond to client inquiries, including: trade discrepancies, commission, fee and brokerage discrepancies and performing root cause problem analysis.  You'll also monitor of daily trade flow and intraday trade resolution and reviewing commission and fee static data on both a top day and T+1 basis.   Working proactively with clients to identify areas for improved operational efficiencies, you'll support sales and technology groups through managing the on-boarding process for new customers and expand existing relationships.  You'll also coordinate client access to trading platforms and trade management tools.   To be considered for this role, you'll have 1-3 years of experience in a similar role and strong Microsoft Office capabilities.  A series 3 qualification would be advantageous.   

If this sounds like you, please apply now.  

Commodities and Global Markets provides clients with an integrated, end-to-end offering across global markets including equities, fixed income, foreign exchange and commodities.

Find out more about Macquarie at

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment of individuals who are minorities, women, protected veterans, and individuals with disabilities.

We facilitate a range of flexible working arrangements within our teams. Talk to us about what flexibility may be available.

Advertised: 16 Jul 2019 Central Daylight Time
Applications close:

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