Client Services Associate / Senior Client Services Associate

OSTTRA; New York (NY); Hybrid; USD 80,000 - 127,000; Full time

Benefits offered by this job

Hybrid working model

Employee ownership program

Job summary

OSTTRA is seeking two Client Services Associates in New York to lead onboarding, manage client relationships, and resolve operational and technical issues. You will engage across core initiatives, documenting requirements, and driving efficiency in daily workflows.

The role emphasizes collaboration with cross-functional teams, mentoring juniors, and contributing to global strategy. A strong background in front-, middle-, and back-office operations and derivatives markets is expected.

Qualifications

• Experience with OTC and Exchange Traded derivatives in financial services.
• 5+ years in financial technology services and/or banking; BA/BS in Business, Finance, Economics, or Computer Science preferred.
• BA/BS in Business, Finance, Economics, or CS preferred.
• Strong client-facing communication and problem-solving skills.
• Knowledge of front-, middle-, back-office operations.

Responsibilities

• Lead client onboarding and manage ongoing relationships.
• Troubleshoot daily operational and technical issues across asset classes.
• Mentor junior team members and ensure quality checks.
• Partner on new initiatives and document enhancement requests.
• Analyze client service metrics and contribute to strategy initiatives.

Skills

Industry knowledge

Product expertise

Tech skills

Communication

Education

BA/BS in Business/Finance/Economics/CS

Tools

Salesforce

Database tools

MQ/FTP/SFTP

Windows/Linux

Job description

Our Client Services team in New York is currently hiring two associates.

The Client Services team provides primary-level problem resolution, technical application support, and account management to current and potential clients. In this role, you will lead client onboarding, troubleshoot operational issues, drive engagement on new initiatives, and optimize internal workflows to ensure our global client base receives maximum benefit from OSTTRA services.

Responsibilities and Impact:

• Client Relationship & Account Management: Serve as a primary point of contact for clients, leading account onboarding, managing ongoing relationships, and driving client engagement across core initiatives. (For the Senior Associate: Manage key client accounts and interface directly with senior stakeholders).
• Issue Resolution & Support: Troubleshoot and resolve daily operational, customer-related, and technical application issues across all asset classes and services (Core/TM/triCalc/IMEM), maintaining Salesforce queues to ensure prompt resolution. (For the Senior Associate: Troubleshoot complex, novel technical issues under pressure).
• Team Guidance & Quality Control: Conduct checks on Analyst work to ensure quality, answer process questions, and act as an internal escalation point. (For the Senior Associate: Serve as a dedicated technical resource and mentor for junior team members).
• Product & Process Optimization: Partner with CD&S and BLM teams on new initiatives, document firm enhancement requests, create product development tickets, and recommend process improvements to increase operational efficiency.
• Special Projects & Strategy: Analyze client service metrics to identify trends, validate functionality requirements with clients, and contribute to special projects, pilots, or global strategy alignments.

What we're looking for:

• Industry Knowledge: Deep understanding of front, middle, and back-office operations, trade lifecycles, and where OSTTRA fits within the post-trade financial ecosystem.
• Product Expertise: Hands-on product experience with OTC and Exchange Traded derivatives and their respective markets. (For the Senior Associate: 5+ years of experience in financial technology services and/or banking; BA/BS in Business, Finance, Economics, or Computer Science preferred).
• Technical Skills (Preferred for Senior level): Familiarity with database tools, common transport protocols (MQ, Email, FTP, SFTP), and operating systems (Windows, Unix, Linux)
• Communication & Problem Solving: Strong client-facing skills, ability to manage multiple stakeholders, interpret data, and work both independently and collaboratively under pressure.

The location:

New York, USA

Right to work requirements:

This role is limited to persons with indefinite right to work in the United States.

Compensation/benefits information:

The anticipated base salary range for these positions is $80,000 to $127,000 (Client Services Associate: $80,000 - $95,000 | Senior Client Service Associate: $95,000 - $127,000). Final base salary will be based on the individual’s geographic location, experience level, skill set, training, licenses, and certifications.

Our Benefits: Global vision, local impact

At OSTTRA, our benefits philosophy offers a market-competitive package that reflects our position as an industry leader. We want to ensure you feel valued, secure, and empowered wherever you are in the world.

Our approach is built on three core pillars:

• Global foundations: We provide a baseline of excellence across all our offices, focusing on comprehensive Health & Wellness, Financial Security, and Work-Life Balance. No matter your location, you are part of a culture that prioritizes your holistic well-being.
• Locally tailored: We benchmark in each market to ensure our packages are genuinely competitive where you live and work.
• Flexibility and growth: We empower you to work in a way that suits your life. This includes a hybrid working model, generous leave policies, and a commitment to your continuous professional development.

The Trust employee ownership plan

Every employee at OSTTRA is an owner, and a member of The Trust, our employee ownership programme. Our distinct culture encourages colleagues to think and act like owners and raise the bar constantly.

This plan reflects our belief that when we work together to build a stronger, more valuable organisation, then all colleagues should benefit from the value we create.

About OSTTRA

We build and operate the infrastructure that the world's post-trade financial system runs on. Launched in 2021, we have unified more than 20 years of heritage and expertise from four industry leaders into a single, integrated business.

Today,we operate a trusted network that connects thousands of market participants to streamline end-to-end workflows, from trade capture through portfolio optimisation. We translate industry change into workable process, engineering an open, intelligent ecosystem that removes friction and reduces risk for the global markets.

Our distinct ownership culture is underpinned by four behaviours: boldness, curiosity, accountability, and collaboration. In 2025 we were acquired by KKR, one of the world's most successful private equity firms, and are on a journey of growth and impact.

Joining our team now is a unique opportunity - you will help to shape the next generation of post-trade, transform shared infrastructure into shared benefit, and accelerate your own career. Learn more at www.osttra.com.

Equal opportunity employer statement at OSTTRA:

We are committed to fostering a connected and engaged workplace where all colleagues have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasise fairness, transparency, and merit, ensuring that we attract and retain the best talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive and operate the infrastructure that the world's post-trade financial system runs on.