Monday, February 9, 2015

Client Service Representative (Futures and Options/Listed Derivatives)

I’m curious if the following opportunity might be of interest to anyone from your network? If you have any thoughts regarding this role, please contact my colleague Zach Stierhoff at zach@bcius.com

Title: Client Service Representative (Futures and Options/Listed Derivatives) (794-5)
Location: Chicago
Compensation: Commensurate with experience

Summary/Responsibilities:
Manage the daily client margin process ensuring all calls, payments and collateral transactions are processed across client accounts correctly and that margin requirements are met
Manage clients through the contract delivery and settlement processes including: ex-pit transfers, options exercise and assignment notification, client interaction surrounding physical delivery and cash settlements
Respond to client inquiries, including: trade discrepancies, commission, fee and brokerage discrepancies and performing root cause problem analysis
Monitor of daily trade flow and intraday trade resolution
Monitoring and reviewing commission and fee static data on both a top day and T+1 basis
Working proactively with clients to identify areas for improved operational efficiencies
Support Sales and Technology groups through managing the on-boarding process for new customers and/or expansion of existing relationships
Monitoring Position Limits in conjunction with the Risk Management division
Coordinating client access to trading platforms and trade management tools (i.e. Client facing technology)
Client on-boarding

Requirements:
1-3 years’ experience in a similar role
Prioritize and work on various unrelated tasks at once
Excellent written and verbal communication skills
Must be able to work in a fast paced, changing environment
Self-starter/highly motivated
Ability to work independently and in a team environment
Ability to recognize potential issues and escalate to senior management accordingly
Possess creative problem solving skills
Strong Microsoft Office skills/capabilities
Series 3 qualification preferred

Again, interested candidates should contact:

Zach Stierhoff | BCI
10 S. Wacker Drive, Suite 1250 | Chicago, IL 60606
312.460.8222 x113
www.bcius.com | zach@bcius.com

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