Help protect the firm and its clients by ensuring margin is agreed, moved, and settled accurately and on time. Join a team that combines client service with operational excellence in a fast-moving, highly controlled environment. You will partner closely with internal stakeholders and institutional clients to resolve issues quickly and reduce risk. If you thrive on deadlines, detail, and problem-solving, this role offers meaningful impact every day.
As a Client Service Representative in the Cleared Margin Client Service Team, you will support the timely agreement and settlement of margin to help mitigate counterparty risk for cleared trading activity. You will partner with institutional buy-side clients and internal stakeholders across sales coverage, credit, and operations to resolve margin calls, settlement issues, and portfolio-related queries. You will contribute to a controlled, deadline-driven environment by escalating issues appropriately and identifying opportunities to improve service and efficiency.
Job responsibilities
- Book client-agreed margin and respond to incoming margin calls by reconciling requests to exposure and agreeing eligible assets to move
- Coordinate the timely settlement of margin movements in cash and securities, in line with defined controls and procedures
- Investigate and resolve failed settlements and disputed margin requirements, engaging stakeholders as needed
- Respond to client queries related to portfolio activity, including trade breaks, interest calculations, commissions, and asset eligibility
- Escalate issues accurately and appropriately in line with regulatory and internal requirements
- Identify opportunities to enhance the client service offering and improve operational efficiency through process improvements
- Provide flexible support to the business in response to changing market conditions and client needs
Required qualifications, capabilities and skills
- Demonstrated experience providing client service to internal clients and effective relationship building with various stakeholders
- Working knowledge of derivatives and margining concepts, including futures, options, and over-the-counter derivatives
- Ability to problem solve and assist in the development of solutions for clients combined with strategic thinking and being able to review and implement process improvements
- Proven attention to detail and accuracy with strong numeracy skills and ability to interpret and validate calculation-driven outputs
- Proficiency with Microsoft Outlook, Excel, and Word
- Strong communication skills with the ability to interact with clients and deliver feedback in a confident and organised manner
- Ability to work with strict deadlines and follow procedures in a methodical, organized manner
- Risk and control mindset, including confidence to raise concerns and push back when controls could be compromised
- Proven ability to collaborate effectively across teams and contribute to a high-performing, proactive culture
Preferred qualifications, capabilities and skills
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes