Client Services Analyst

They will ensure that the context and the scope of each request is clarified, then logged and actioned. This will entail careful and thorough co-ordination from inception to conclusion and may involve arranging calls and meetings with the clients and internal SME’s across TP ICAP. This will include colleagues in compliance, legal, IT, ESG, operations, HR, business management and product/platforms.

In addition, it is each team members responsibility to establish strong governance around the process, this includes creating and maintaining an audit trail, logging interactions and obtaining the relevant approvals before returning information to the client.

*This position is full time on site M-F at our Vesey St. location.

Role Responsibilities:

• Manage and drive responses to all client requests from inception to conclusion, with input and validation from SMEs across functions and asset classes

• Monitor and showcase client’s connectivity to our platforms and services by keeping up to date with upcoming strategic developments.

• Work on streamlining the framework, including logging of responses and automate approval processes of standardized answers

• Be fully briefed on the business structure and legal entity structure

• Assist with client outreach for operational change and regulatory projects, if required

• Maintain client contact details and log all client interactions in Salesforce

• Co-ordinate the most complicated requests as required, direct smaller requests to the appropriate SMEs for responses

• Create KPIs for function

• Identify themes and propose process improvements as appropriate

• Manage client escalation on a case-by-case basis with the appropriate SMEs / management

• Support the strategic initiatives of the client relationship team

• Create monthly market share reports in specific markets for Senior Management

Experience / Competences:

Essential

• Proficiency with Salesforce, Excel and PowerPoint

• Solid experience using Microsoft Product Suite and Sharepoint

• Possesses strong interpersonal and communication skills, with a demonstrated ability to build and maintain client relationships effectively

• A passionate and foundational understanding of financial market products and their dynamic functions

• Experience in providing excellent level of client service, ideally in financial services

• Ability to parse multiple streams of information, and streamline the process

• Knowledge /experience of electronic trading platforms would be an advantage

Desired

• Delivery oriented, pro-active and determined individual

• Excellent organization, attention to detail & prioritisation skills

• Ability to tackle difficult projects that involve coordination with multiple parties (internal & external), and to bring them to fruition

• Knowledge of CRM systems preferred

• Degree-level qualification

• Knowledge / experience of electronic trading platforms would be an advantage

Role Band & Level:

• Professional, 5

Annual Salary:

• $65,000 - $70,000

#LI-Onsite #LI-ENT

Not The Perfect Fit?

Concerned that you may not meet the criteria precisely? At TP ICAP, we wholeheartedly believe in fostering inclusivity and cultivating a work environment where everyone can flourish, regardless of your personal or professional background. If you are enthusiastic about this role but find that your experience doesn't align perfectly with every aspect of the job description, we strongly encourage you to apply. You may be the ideal candidate for this position or another opportunity within our organisation. Our dedicated Talent Acquisition team is here to assist you in recognising how your unique skills and abilities can be a valuable contribution. Don't hesitate to take the leap and explore the possibilities. Your potential is what truly matters to us.

Company Statement

We know that the best innovation happens when diverse people with different perspectives and skills work together in an inclusive atmosphere. That's why we're building a culture where everyone plays a part in making people feel welcome, ready and willing to contribute. TP ICAP Accord - our Employee Network - is a central to this. As well as representing specific groups, TP ICAP Accord helps increase awareness, collaboration, shares best practice, and holds our firm to account for driving continuous cultural improvement. 

Location

USA - 200 Vesey Street - New York, NY