Futures & Derivatives Client Success Analyst

NBMBAA; Chicago (IL); In loco; USD 41.000 - 65.000; Tempo pieno

Descrizione del lavoro

Bank of America Merrill Lynch is seeking a Client Relationship Manager/CSR to manage day-to-day client activities for Futures & Options and OTC clearing. You will support top-tier institutional clients, handling trade/position management and inquiry responses, while ensuring timely and accurate processing.

The role requires strong communication, client service excellence, and collaboration across teams, with a focus on risk awareness and regulatory compliance.

Competenze

• 1-3 years of futures and options markets experience.
• 1-3 years of client facing experience.
• Strong communicator and leader for frequent interaction with business partners and clients.
• Ability to work in a fast-paced environment and multi-task effectively.
• Ability to take ownership of tasks/processes.
• Ability to evaluate risk elements in client-facing roles.
• Proficiency in Microsoft Excel, Word and PowerPoint.

Mansioni

• Assists with set-up and onboarding for new clients, expanding client relationships, and offboarding clients
• Conducts daily monitoring of client activity across multiple markets and lines of business
• Serves as a primary point of contact for client inquiries and problem resolution
• Ensures transactions are completed accurately within a timely manner and before deadlines
• Assists in the preparation of frequent reports and other measures of data
• Interacts positively and effectively with all levels of management and associates
• Identifies and flags potential risks in a timely manner

Conoscenze

Active Listening

Attention to Detail

Client Management

Oral Communications

Collaboration

Customer Service Management

Data Collection and Entry

Prioritization

Recording/Organizing Information

Strumenti

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Descrizione del lavoro

Bank of America Merrill Lynch is seeking a Client Relationship Manager/CSR to manage day-to-day client activities for Futures & Options and OTC clearing. You will support top-tier institutional clients, handling trade/position management and inquiry responses, while ensuring timely and accurate processing.

The role requires strong communication, client service excellence, and collaboration across teams, with a focus on risk awareness and regulatory compliance.