Client Relationship Manager

Creative Solutions Services, LLC; Chicago (IL); Hybrid; USD 55,104 - 82,656; Full time

Job summary

Unknown is seeking a Client Relationship Manager to be the primary contact for brokerage clients trading Futures & Options and OTC clearing products, delivering exceptional service and managing inquiries.

The role focuses on seamless client experience across the derivatives space within a fast-paced, global environment, with a hybrid schedule in Chicago.

Qualifications

• Strong communication and relationship management skills.
• Ability to multitask in a fast-paced environment.
• Self-driven with ownership and problem-solving capabilities.
• Solid understanding of futures, options, and derivatives clearing processes.
• Knowledge of industry regulations and best practices.
• Experience with systems such as GMI (preferred).
• Proficiency in Microsoft Excel, Word, and PowerPoint.

Responsibilities

• Serve as the main point of contact for client inquiries related to trades, positions, lifecycle events, commissions, reporting, and products
• Manage and resolve client queries by coordinating across internal teams and stakeholders
• Act as an escalation point for critical client and business issues
• Engage clients on key lifecycle events (e.g., expiries, last trade dates)
• Support client onboarding and access requests, including the Mercury portal
• Partner with Marketing and internal teams to capture client feedback, product needs, and opportunities
• Lead regular client meetings to review performance metrics, address issues, and discuss strategic initiatives
• Track and prioritize outstanding issues (OILs), ensuring timely resolution
• Drive client adoption of self-service tools and identify opportunities to reduce manual processes
• Maintain accurate client records, procedures, and contact information

Skills

Strong communication

Relationship management

Multitasking

Ownership

Derivatives knowledge

Regulations knowledge

GMI system

Mercury portal

Tools

GMI

Mercury portal

Job description

This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY!

Job Title: Client Relationship Manager

Location: Chicago, IL 60661

Pay Rate: $48.44/hr, paid weekly

Schedule: Monday-Friday, standard business hours | Hybrid (3 days onsite, 2 days WFH)

Start Date: ASAP, pending onboarding completion

Contract Length: 5-months, with potential to extend or convert

Overview

We are hiring a Client Relationship Manager / Client Service Representative (CSR) to act as the primary point of contact for brokerage clients trading Futures & Options and OTC clearing products. This role is focused on delivering exceptional client service, managing trade and position inquiries, and strengthening relationships with top-tier institutional clients.

You’ll play a key role in ensuring seamless client experience across the derivatives space, working in a fast-paced, collaborative, and globally connected environment.

Responsibilities

• Serve as the main point of contact for client inquiries related to trades, positions, lifecycle events, commissions, reporting, and products
• Manage and resolve client queries by coordinating across internal teams and stakeholders
• Act as an escalation point for critical client and business issues
• Engage clients on key lifecycle events (e.g., expiries, last trade dates)
• Support client onboarding and access requests, including the Mercury portal
• Partner with Marketing and internal teams to capture client feedback, product needs, and opportunities
• Lead regular client meetings to review performance metrics, address issues, and discuss strategic initiatives
• Track and prioritize outstanding issues (OILs), ensuring timely resolution
• Drive client adoption of self-service tools and identify opportunities to reduce manual processes
• Maintain accurate client records, procedures, and contact information

Required Skills and Qualifications

• Strong communication and relationship management skills
• Ability to multitask and thrive in a fast-paced environment
• Self-driven with strong ownership and problem-solving capabilities
• Solid understanding of futures, options, and derivatives clearing processes
• Knowledge of industry regulations and best practices
• Experience with systems such as GMI (preferred)
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Understanding of margin processes for futures and options
• Experience working in global and cross-functional teams is a plus
• Innovative mindset with a continuous improvement approach
• Strong collaboration skills and client-first mindset
• Commitment to diversity, inclusion, and driving positive change

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