Futures Clearing Client Services Specialist

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 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.