Job Overview
As a Client Manager within the triResolve team, you’ll be at the forefront of client engagement for our OTC derivative portfolio reconciliation service for our global clients. Acting as the primary contact for clients, you’ll support service delivery, troubleshoot trade data issues, and provide training, working closely with our global product, development, and customer success & sales teams. This is an exciting opportunity to gain hands-on experience in the financial industry, focusing on customer care, product improvement, and client onboarding.
Key Responsibilities
Client Onboarding & Support
- Organise client demos and assist in the pre-sales process, guiding clients through onboarding, setup, and testing to ensure smooth integration.
- Provide daily support for assigned accounts, responding to client needs via email, phone, and in person.
Trade Data Analysis & Issue Resolution
- Review and analyze trade data for accurate portfolio reconciliation, identifying and resolving any discrepancies.
- Stay informed on current market regulations to deliver consistent, compliant service.
Customer Care & Engagement
- Conduct training sessions to promote advanced service usage, collaborating with Sales and Customer Success teams to maximize client engagement and satisfaction.
Productivity & Product Development Support
- Identify and raise requests for new product features, collaborating with Product Management and Development teams on requirements and user testing, contributing to ongoing service enhancement.
- Actively contribute to workflow and service improvements that enhance the overall client experience.
Ideal Skills & Experience
- Excellent communication skills in English; fluency in German is a plus.
- Detail-oriented with an understanding of financial products, particularly OTC derivatives.
- Experience or familiarity with trade data, collateral management, or regulatory processes.
- Strong multitasking abilities in a fast-paced environment, with an interest in learning and using advanced spreadsheet functions.
- Tech-savvy with a foundational understanding of databases or an interest in technology is highly advantageous.
This role is perfect for someone with a client-centric mindset and a knack for problem-solving, and keen to grow in financial technology.
Our benefits include:
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. OSTTRA has perks for your partners and little ones, too, with some
- best-in class benefits for families.
About OSTTRA
Launched in 2021, OSTTRA unites four businesses that have been at the heart of post-trade evolution and innovation for over 20 years: MarkitServ, Traiana, TriOptima and Reset.
With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows – from trade capture at the point of execution, through portfolio optimisation, to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets. Learn more at www.osttra.com.
