Client Services Engineer

RF Managed Services; Hyderabad; On-site; INR 500,000 - 700,000; Full time

Job summary

RF Managed Services is seeking a Client Services L1 in Hyderabad to be the first point of contact for internal and external clients using BGC's electronic trading platforms. The role blends client relationship support, basic platform functionality, and data administration in a fast-paced, SLA-driven environment.

You will handle day-to-day client queries, provide platform support, and manage user access and data tasks under supervision, learning the full trade lifecycle from order entry through

Responsibilities

• Act as a first point of contact for trading platform users, delivering courteous, professional client service by phone, email, MS Teams, Bloomberg or in person.
• Support the onboarding of new clients and assist with platform adoption, increasing client awareness of added functionality, features, and available services.
• Provide demonstrations of electronic platforms to end users and encourage clients to provide liquidity and execute trades on screen.
• Update the CRM with any client visits, feedback, and follow-ups, ensuring accurate records are maintained.
• Provide first-line support, resolving issues within SLA and escalating to second- or third-line teams where required, ensuring full audit trails are maintained in the service desk tool.
• Log and track all issues and queries for audit purposes and manage proactive, clear communication with clients through to resolution.
• Perform daily system and application health checks, monitoring platform status and trade flows throughout the day.
• Develop a strong understanding of pre- and post-trade workflows, including market data publishing, order entry, trade execution, and STP confirmation.
• Set up and maintain internal and external user access to Front and Middle Office trading applications across all asset classes, in line with compliance and regulatory processes

Job description

Position Summary

As a Client Services L1, you'll be the first point of contact for internal and external clients using BGC's electronic trading platforms. This is an entry to mid-level, client-facing role that amalgamates three disciplines: client relationship support, first-line client functionality and some technical support, and application data administration. You'll handle day-to-day client queries, provide platform support, and carry out controlled user access and application data tasks under supervision, learning the full trade lifecycle from order entry through to clearing and settlement in a fast-paced, SLA-driven environment. This is first and foremost a client-service role, a genuine desire to help clients matters more than any particular technical background, and technical skills can be taught.

Key Responsibilities

Client Relationship & Support

• Act as a first point of contact for trading platform users, delivering courteous, professional and timely client service by phone, email, MS Teams, Bloomberg or in person.
• Support the onboarding of new clients and assist with platform adoption, increasing client awareness of added functionality, features, and available services.
• Provide demonstrations of electronic platforms to end users and encourage clients to provide liquidity and execute trades on screen.
• Update the CRM with any client visits, feedback, and follow-ups, ensuring accurate records are maintained.

Functional and Technical Support

• Provide first-line support, resolving issues within SLA and escalating to second- or third-line teams where required, ensuring full audit trails are maintained in the service desk tool.
• Log and track all issues and queries for audit purposes and manage proactive, clear communication with clients through to resolution.
• Perform daily system and application health checks, monitoring platform status and trade flows throughout the day.
• Develop a strong understanding of pre- and post-trade workflows, including market data publishing, order entry, trade execution, and STP confirmation.

Application Data Support

• Set up and maintain internal and external user access to Front and Middle Office trading applications across all asset classes, in line with compliance and regulatory processes