Post-Trade Client Relationship & Service Associate – Collateral Management - German Speaking

S&P Global, Inc.; London; On-site; GBP 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a dynamic individual for a client relationship role within their post-trade services team. This position offers the opportunity to engage with clients, manage relationships, and provide support while working closely with internal stakeholders. The ideal candidate will possess strong analytical skills, a keen attention to detail, and a passion for technology. You will be instrumental in enhancing client satisfaction and ensuring effective service usage. Join a forward-thinking company that values your growth and offers a supportive environment for your career development.

Benefits

Health care coverage

Generous time off

Access to learning resources

Retirement planning

Financial wellness programs

Family-friendly benefits

Retail discounts

Referral incentive awards

Qualifications

• Experience in client-facing roles with strong attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Monitor client queries and collaborate with internal teams.
• Build and maintain relationships with assigned clients.
• Perform customer health checks and resolve setup inconsistencies.

Skills

Client Relationship Management

Analytical Skills

Interpersonal Skills

Attention to Detail

Multitasking

Communication Skills

Technical Aptitude

Education

Bachelor's Degree in Finance or related field

Tools

CRM Software

Job description

About the Role:

Client Relationship and Services - triMargin–German Speaking

The Post-Trade Client Relationship and Services (CRS) Team for triResolve Margin is the client-facing function serving a growing global triResolve Margin client base. triResolve is a network community service that provides counterparty exposure management services including proactive portfolio reconciliation of OTC derivative portfolios, collateral management, and dispute resolution.

The role requires a dynamic individual who is keen to apply technical ability and attention to detail in a relationship management role. You need to be a motivated self-starter with the ability to learn quickly and handle multiple and competing priorities simultaneously with excellent organizational skills and attention to detail. The CRS team is responsible for ongoing support of existing clients, providing training & demos, and for testing and onboarding new clients to the platform. An engaged and proactive mindset is expected. The role requires technical aptitude, exceptional interpersonal and organizational skills. The position sits at a key point between our external clients and internal stakeholders, including Sales, Business Line Management, Development & Product Management teams.

Responsibilities

• Daily monitoring of incoming queries (email/phone/exceptions) across a broad spectrum of the client base, with a keen awareness of priorities for urgent vs non-urgent issues.
• Collaboration with internal teams on account management and client feedback.
• Build, document and maintain close relationships with a set of assigned clients.
• Work within the Key Business Initiative (KBI) framework where relevant.
• Promote comprehensive and effective usage of the service as appropriate to each client.
• Raise functionality requests and take part in brainstorming or feature testing.
• Perform customer health checks and fix setup inconsistencies.

Qualities to Succeed in the Role

• Meticulous attention to detail and analytical ability.
• Client-facing or prior support experience.
• Relationship management skills and motivation to develop and excel in this area.
• The ability to understand complex process flows and concepts, as well as to explain these accurately and concisely to clients.
• Interest in technology.
• Self-motivated and curious to learn.
• Ability to work in a fast-paced environment and to multitask.
• Proven team player.
• Excellent written and verbal communication skills in English and French (preferably).
• Knowledge of finance (including derivatives) and awareness of the trade processing lifecycle would be beneficial.
• Basic understanding of trade reconciliation, collateral management and/or settlement processes ideal.

About OSTTRA

Candidates should note that 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 post-trade 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 at S&P Global.

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: It’s not just about you. 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: https://spgbenefits.com/benefit-summaries

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_%20English_formattedESQA508c.pdf