Client Service Professional

Straits Financial Group; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

Straits Financial is seeking a Client Service Professional in Chicago to support clients and coordinate with sales, exchanges, and clearinghouses. You will handle trade allocations, position management, and operational issue resolution in a fast-paced environment.

You will collaborate with internal teams to ensure accurate reporting, adherence to requirements, and streamlined processes. Strong Excel skills, communication, and problem-solving are essential for success in this role.

Qualifications

• Experience in futures clearing, brokerage operations, or a related financial services environment.
• Strong proficiency in Microsoft Excel and data analysis.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to manage competing priorities in a high-volume, fast-paced environment.

Responsibilities

• Allocate and reconcile trades across client accounts and external clearing relationships.
• Manage client positions, trade allocations, special offsets, and contract expirations.
• Serve as a primary liaison among clients, sales personnel, exchanges, clearinghouses, and third-party firms.
• Investigate and resolve trade discrepancies and operational exceptions.
• Support exchange and clearing-related reporting requirements.
• Maintain adherence to exchange, regulatory, and internal operational requirements.
• Develop, document, and enhance operational procedures and best practices; identify opportunities to improve processes, controls, and automation.

Skills

Microsoft Excel

Data analysis

Client communication

Prioritization

Team collaboration

Ownership

Strategic thinking

Tools

Excel

Job description

Straits Financial is a global futures brokerage and clearing firm with one of the industry's most experienced teams, operating across Singapore, Chicago, Dubai, and Jakarta. Our professionals specialize in specific commodity markets, providing clients with market expertise, exceptional execution, and comprehensive clearing services across all major global derivatives exchanges.

Position Summary

The Client Service Professional plays a critical role in supporting clients and ensuring the efficient processing of listed derivatives activity. This position serves as a key point of contact between clients, sales teams, exchanges, clearing organizations, and external counterparties. Responsibilities include trade allocations, position management, exchange reporting, expiration processing, and the resolution of operational issues in a fast-paced environment.

Key Responsibilities

• Allocate and reconcile trades across client accounts and external clearing relationships.
• Manage client positions, trade allocations, special offsets, and contract expirations.
• Serve as a primary liaison among clients, sales personnel, exchanges, clearinghouses, and third-party firms.
• Investigate and resolve trade discrepancies and operational exceptions.
• Support exchange and clearing-related reporting requirements.
• Maintain adherence to exchange, regulatory, and internal operational requirements.
• Develop, document, and enhance operational procedures and best practices.Identify opportunities to improve processes, controls, and automation.

Qualifications

• Experience in futures clearing, brokerage operations, or a related financial services environment.
• Strong proficiency in Microsoft Excel and data analysis.
• Excellent written, verbal, and interpersonal communication skills.
• Strong problem-solving abilities and attention to detail.
• Ability to manage competing priorities in a high-volume, fast-paced environment.
• Collaborative team player with a proactive and client-focused mindset.
• Demonstrated ability to take ownership of responsibilities and drive results.
• Strategic thinker capable of anticipating challenges and implementing effective solutions.

Reporting Structure

Reports To: Director of North America Operations

Straits Financial is committed to attracting talented professionals who thrive in a dynamic environment and are passionate about delivering exceptional service to clients in the global derivatives marketplace.