Brokerage Receivables Client Services Manager – Warsaw, Poland (Hybrid)
About Korn Ferry
Korn Ferry is a global consulting firm that powers performance. We unlock the potential in your people and unleash transformation across your business - synchronizing strategy, operations, and talent to accelerate performance, fuel growth, and inspire a legacy of change. That’s why the world’s most forward-thinking companies across every major industry turn to us - for a shared commitment to lasting impact and the bold ambition to Be More Than.
Headquartered in Los Angeles, our over 9,000 colleagues globally serve clients in more than 50 countries. We offer five core capabilities that span the full talent lifecycle:
- Organizational Strategy
- Assessment and Succession
- Talent Acquisition
- Leadership Development
- Rewards and Benefits
The Role
We are supporting a leading international financial services organization in their search for a Brokerage Receivables Client Services Manager to join their team in Warsaw. The organization is recognized for its commitment to operational excellence, innovation, and professional development. Their Warsaw office plays a strategic role in supporting both regional and global functions, fostering a culture of collaboration and continuous improvement. The main purpose is to act as the single point of contact for specific key customers of the company and its associated trading entities across all trading products, with a focus on Exchange Traded Listed Derivatives. The successful candidate will be responsible for managing customer billing requirements, ensuring accurate reconciliation of trades, timely collection of outstanding brokerage, and strengthening client relationships through proactive communication and problem resolution.
Job Location
Warsaw, Poland
Hybrid model / onsite for 3 days per week
Key Responsibilities
- Act as the single point of contact for assigned client accounts across all trading disciplines.
- Collect outstanding execution brokerage for Listed Derivatives using global systems such as Atlantis and FIA Tech’s Docs.
- Perform daily reconciliations to ensure trades are booked correctly for collection.
- Coordinate and lead weekly client conference calls.
- Book incoming cash accurately and in a timely manner.
- Respond to client queries about trades captured on bills within agreed timeframes.
- Process and monitor trade amendments in coordination with clients and/or front/middle office.
- Ensure monthly periodic bills are accurate and dispatched on schedule.
- Provide clients with tailored reporting (e.g., spreadsheet-format bills, on-demand bills) to support reconciliation and timely payment.
- Liaise with clients to resolve issues preventing timely settlement of outstanding brokerage.
- Provide correct breakdowns to allocations teams to facilitate payment processing.
- Manage outstanding debts, including frequent client collection calls, in line with management expectations.
- Maintain centralized documentation of service level agreements, client visits, and call records.
- Produce reports to support client meetings by senior management and front office.
- Develop and maintain strong secondary-level relationships with customers.
- Work closely with Middle Office to ensure data accuracy.
- Advise static data teams of customer information updates.
- Ensure adherence to internal policies, particularly escalation procedures for non-payment.
- Review trade query/amendment logs across all products, ensuring strong monitoring and control.
- Escalate client relationship issues promptly to senior management.
- Participate in client visits to strengthen relationships.
- Serve as a user representative for billing systems, including testing new functionalities and providing feedback on process improvements.
Skills / Experience Required
- Strong communication skills with the ability to manage client relationships effectively.
- Experience in billing, client services, or operations in financial services (preferably derivatives).
- Knowledge of global systems such as Atlantis and FIA Tech Docs desirable.
- Strong reconciliation and analytical skills, with attention to detail.
- Ability to organize and prioritize workloads under pressure.
- Proficiency with Microsoft Office, particularly Excel.
- Previous experience managing client queries and debt collection in a trading environment preferred.
System Knowledge
- Proficiency with Microsoft Office, particularly Excel.
- Knowledge of global systems such as Atlantis and FIA Tech Docs desirable.
- Familiarity with billing and reconciliation systems.
Personal Attributes
- Strong communication and interpersonal skills.
- Ability to manage client relationships with professionalism and confidence.
- Highly organised, proactive, and adaptable under pressure.
- Attention to detail with strong problem-solving capabilities.
- Team player with a collaborative approach.
Korn Ferry is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, veteran status or any other characteristic protected by federal, state, or local law.