Part Time - Client Relationship Manager

Client Relationship Manager (F&O) - Part Time

To provide daily operational support primarily for all Futures & Options clients as part of the Client Relationship Management (CRM) team.

The CRM team work closely with F&O and Commodities desks; they also work closely with Finance, IT, Market Risk and Compliance.

Role hours of work:

The CRM Department currently operates a daily 3-tier shift pattern (covering 7am through to 6pm).

This is a Part-time / Job-share hybrid working role, where the candidates will work 3 days a week with 2 of those days being in the office, with an expectation that through the probationary period, all 3 days will be in the office.

What you'll do:

• Issue and manage clients' daily margin calls, liaising with both clients and Front Office account owners.

• Ensure that clients are called for funds when appropriate.
• Report margin calls and all subsequent actions to Desk heads, Market Risk and Senior Management.
• Payment processing and receipt management, liaising with the Treasury department to ensure accurate allocation of incoming funds.
• Management of client queries, working with Transaction processing team and Ops Control teams to ensure resolutions provided.
• Facilitation of client SSI setups and management of 3rd party payment requests.
• Setting up and maintenance of all client accounts, commissions, and interest.
• Management and processing of client position transfers.
• Management of our Client Portal, facilitating queries and issues which may arise directly from clients.
• Processing and management of all aspects of client interest payable/receivable.
• Participate in the departmental cross training plans as and when required (Deliveries and Static Data)
• To ensure all controls are adhered to and reviewed regularly for effectiveness.

What you bring:

• At least 3-5 years' experience in Futures/LME Client Services or equivalent operations role.
• High level of knowledge of Futures markets and relevant products, trade management of these products and reducing operational risk where possible.
• Direct experience of working within a Futures Back Office and risk-based environment.
• Proactive mindset and a desire to challenge existing procedures and processes.
• Strong communication skills, both written and verbal.
• Excellent understanding of Operational Risk.
• Strong (internal/external) customer service knowledge.
• The ability to cultivate and maintain effective relationships with key business stakeholders.
• Good knowledge of Microsoft suite of products.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates