Post-trade Client Relationship - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Description

The triResolve Service Management team is the first line of contact for our clients with regards to the delivery of the triResolve OTC derivative portfolio reconciliation service.

The Post-Trade Client Relationship & Services Analyst will provide support toour clients and work closely with the product, business, development and sales teams globally and thus the role varies to account for regional characteristics.

Service Management is responsible for the smooth and timely running of the triResolve service.

This team of dedicated staff is in continuous dialogue with major financial institutions worldwide, as well as other internal departments, with regards to featuresand upcoming events as well as any changes or developments to any aspects of the service such as, for example, the specification of the data that the subscribers will send or receive, or how the service integrates with other services or utilities in the OTCDerivatives space.

Similarly, Service Management must continually stay abreast of any market or client events, activities or changes that potentially affect our service or our clients' use of our offering or ability to participate.

In addition, Service Managementhas an important role in collecting input for
new and enhanced functionalities to the service as well as other new service offerings.

In summary, triResolve Service Management is responsible for pre-sales and client on-boarding, service delivery, customer success management as well as workflow/ product and productivity improvements.

This can only be delivered by a highly skilled individualas well as close collaboration with Business Management, Product Management, Development and Sales teams.

KEY ACCOUNTABILITIES:

Pre-Sales and onboarding
Assisting Sales in presales process, meeting prospect clients, organizing demos
Client onboarding and testing
Customer Service
Trade data normalisation / handling
Review reconciliation output, investigate and fix differences
Ensure structured and effective delivery of service
Self

- education about current and upcoming market regulations and other significant changes

Customer Success Management
Regular client calls and client visits onsite
Perform customer health checks, understanding client's process and needs
Client trainings when needed via onsite visit or webinars
Promote comprehensive and more effective usage of the service in collaboration with Business Management and Sales teams
Productivity/ Workflow Improvements
Raise internal request for new functionalities to improve the product offering
Assist developers and Product Management with requirements and UAT testing as well as being closely involved in the development process

PERSON SPECIFICATION:

SKILLS:

Fluency in French language is a must, any additional languages a bonus
Customer relationship skills
Good communication skills (verbal and written English)
Ability to think outside the box and challenge existing status quo
Proficiency in using text editors and advanced spreadsheet functions
Ability to work in a fast pace environment
Ability to multitask

KNOWLEDGE & EXPERIENCE

The ability to understand complex process flows and concepts, as well as the ability to explain these accurately and concisely to our clients
Basic Knowledge of OTC Derivatives and understanding of the trade data fields of these instruments as well as awareness of the OTC Derivative trade processing lifecycle would be beneficial
Basic understanding of market and credit risk management of OTC Derivatives, such as yield curves and valuation would be beneficial

CME Group:
Where Futures Are Made