Client Manager triResolve

S&P Global; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial technology firm in London seeks a Client Services Representative to manage client onboarding and customer success. You will provide daily assistance to clients, handle trade data, and collaborate closely with internal teams. Candidates should have a strong background in client relations, knowledge of OTC Derivatives, and the ability to thrive in a fast-paced environment. This role offers competitive benefits and opportunities for career growth.

Benefits

Health care coverage

Generous time off

Access to learning resources

Retirement planning

Family-friendly benefits

Qualifications

• Extensive previous experience with triResolve or similar relevant background.
• The ability to understand complex process flows and explain them clearly.
• Knowledge of OTC Derivatives and awareness of the trade processing lifecycle beneficial.

Responsibilities

• Onboard new clients and existing clients to new functionality.
• Assist subscribers with issues relating to the service.
• Partner with the Customer Success team to ensure a positive client experience.

Skills

Customer relationship skills

Ability to interpret trade data

Good communication skills (verbal and written English)

Ability to work in a fast-paced environment

Ability to multitask

Job description

About the Role

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. 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. Client Services also collects input for new and enhanced functionalities and 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 role requires 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 paced 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
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 posttrade 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. 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: 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: www.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 [e-mail]. 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.

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: [e-mail] and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_formattedESQA508c.pdf

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20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)