Brokerage Receivables Client Services Manager

BGC Group; Camden Town; On-site; GBP 40,000 - 60,000; Full time

Job summary

A global financial services firm is seeking a Brokerage Receivables Client Services Manager in Camden Town, UK. The role requires managing a portfolio of client accounts, ensuring prompt collection and reconciliation of brokerage. Candidates should have a strong understanding of listed derivatives and experience in client services. The position offers an opportunity to work in a dynamic environment and collaborate across teams to deliver exceptional client support.

Qualifications

• Experience in client services within financial services or trading.
• Strong understanding of billing platforms and reconciliation.
• Proven ability to effectively manage client relationships.

Responsibilities

• Serve as the dedicated contact for assigned client accounts.
• Collect outstanding execution brokerage for listed derivatives.
• Perform daily reconciliations to validate trade booking.
• Lead regular client calls to review outstanding items.
• Ensure timely dispatch of monthly invoices to clients.

Skills

Brokerage receivables experience

Understanding of listed derivatives

Client relationship management

Communication skills

Attention to detail

MS Excel proficiency

Tools

Atlantis

FIA Tech Docs

Job description

We are seeking a Brokerage Receivables Client Services Manager to act as the single point of contact for specific key customers across BGC Group and its affiliated trading entities. This role spans multiple trading products, captured via global billing systems and bespoke databases, with a particular focus on Exchange‑Traded Listed Derivatives. The successful candidate will take ownership of a portfolio of client accounts, ensuring prompt and accurate brokerage collection, reconciliation, and reporting through systems such as Atlantis and FIA Tech's Docs. You will liaise regularly with clients, maintain high service standards, and collaborate across internal teams to drive resolution and satisfaction.

Responsibilities

• Serve as the dedicated contact for assigned client accounts across all trading disciplines.
• Collect outstanding execution brokerage for listed derivatives through platforms like Atlantis.
• Perform daily reconciliations to validate accurate trade booking and facilitate timely collections.
• Lead regular client calls (weekly) to review outstanding items, discuss reconciliation issues, and build strong relationships.
• Allocate incoming cash accurately and in a timely manner.
• Respond to client queries on specific trades or billing matters, providing solutions within agreed timeframes.
• Process trade amendments as required, in coordination with front/middle office teams.
• Ensure timely and accurate dispatch of monthly invoices and respond to ad hoc requests (e.g., spreadsheet‑formatted bills).
• Liaise with clients to resolve payment‑blocking issues and ensure prompt brokerage settlement.
• Provide detailed trade breakdowns to the allocations team to support reconciliation.
• Monitor and manage aged debt, escalating issues as necessary to senior stakeholders.
• Maintain centralised client service documentation, including invoicing agreements, call logs, and visit notes.
• Support senior management in preparation for client meetings by producing relevant reports and insights.

Qualifications

• Previous experience in brokerage receivables or client services within financial services or trading environments.
• Strong understanding of listed derivatives and related billing platforms (e.g., Atlantis, FIA Tech Docs).
• Proven ability to manage client relationships professionally and effectively.
• Strong communication and stakeholder management skills, including confidence in leading client calls.
• High attention to detail and strong reconciliation skills.
• Proficiency in MS Excel and familiarity with billing/settlement systems.
• Ability to work both independently and as part of a collaborative team.
• Comfortable operating in a fast‑paced, dynamic environment with evolving priorities.

BGC Group is a leading global brokerage and financial services firm specialising in innovative solutions across a wide array of markets. With a strong commitment to excellence, we serve a diverse client base through our dynamic trading platforms, data‑driven insights, and a collaborative global network.