Client Support Senior Associate (Capital Markets)
Salve.Lab, Quincy, Indiana, United States, 47456
Overview
Position:
Client Support Senior Associate (Capital Markets) Work Model:
Hybrid Working Hours:
10:00 AM – 6:30 PM (EST)
We are looking for an experienced
Client Support Senior Associate
to join a high-performing institutional investment environment supporting sophisticated global clients. This role is designed for professionals who thrive at the intersection of
client service, trading operations, and internal stakeholder coordination
within complex financial organizations.
The successful candidate will act as a
trusted extension of the institutional client coverage team , ensuring that trading-related inquiries, operational requests, and issue resolution are handled with precision, professionalism, and urgency. This is an ideal opportunity for candidates coming from
top-tier investment banks, asset managers, or global financial institutions
who are accustomed to high standards, fast-paced execution, and client-critical responsibilities.
Responsibilities
Serve as a primary point of contact for institutional clients on trade-related inquiries, including trade placement, settlement status, and operational follow-ups
Deliver consistently high levels of client satisfaction through timely, accurate, and professional responses
Partner closely with internal teams (including operations, portfolio management, and client-facing business units) to resolve issues efficiently and escalate appropriately
Proactively identify, troubleshoot, and resolve operational or client-impacting issues, following defined escalation and risk protocols
Maintain and update critical client documentation (e.g. authorized signers, transaction approvals, wire instructions) in strict adherence to internal governance and control policies
Actively contribute to improving the client experience by proposing process enhancements and practical solutions
Participate in and lead cross-functional initiatives and operational projects as required
Enforce documented procedures and operational standards to ensure consistency and risk mitigation
Support the development of junior team members through training, knowledge sharing, and constructive feedback
Act as a point of escalation or operational backup in the absence of management
Perform quality control checks and support management with oversight of daily operations
Build strong technical and market knowledge to better understand trading, settlement, and market structure nuances
Requirements
Minimum 1 year of experience (including internships) in client support, client services, trading operations, or middle-office functions within financial services
Demonstrated hands-on experience responding to institutional client inquiries related to trading and settlement
Strong ability to coordinate across multiple internal teams to deliver timely, client-focused outcomes
Experience working within controlled, risk-aware environments, including adherence to escalation procedures and operational policies
Exceptional time management and prioritization skills, with the ability to manage multiple client requests in parallel
Strong analytical and problem-solving capabilities, with a solutions-oriented mindset
Confident and professional communication skills, both written and verbal, including senior-level client interaction
Ability to operate effectively in a global, fast-paced working environment
Demonstrated experience supporting or mentoring junior colleagues
Bachelor’s degree in Business, Finance, or equivalent professional experience
Benefits
Exposure to institutional clients and complex investment products
Opportunity to work in a high-calibre, globally connected financial environment
Hybrid working model supporting flexibility and productivity
Meaningful responsibility with visible impact on client satisfaction and operational excellence
Career development through hands-on exposure to trading operations, risk processes, and cross-functional collaboration
Collaborative culture with strong emphasis on quality, ownership, and professional growth
Commitment to Diversity and Inclusion We are committed to creating an inclusive workplace where all people are treated with respect. We welcome applications from candidates of all backgrounds and identities and encourage people who meet some, but not all, of the criteria to apply.
Application Process Please submit your CV and a short cover note outlining your client support experience, examples of successful client outcomes you have driven, and why you are interested in this role. Shortlisted candidates will be invited to an initial interview, followed by a panel interview and a practical case exercise. We will contact only those selected for interview.
#J-18808-Ljbffr
Client Support Senior Associate (Capital Markets) Work Model:
Hybrid Working Hours:
10:00 AM – 6:30 PM (EST)
We are looking for an experienced
Client Support Senior Associate
to join a high-performing institutional investment environment supporting sophisticated global clients. This role is designed for professionals who thrive at the intersection of
client service, trading operations, and internal stakeholder coordination
within complex financial organizations.
The successful candidate will act as a
trusted extension of the institutional client coverage team , ensuring that trading-related inquiries, operational requests, and issue resolution are handled with precision, professionalism, and urgency. This is an ideal opportunity for candidates coming from
top-tier investment banks, asset managers, or global financial institutions
who are accustomed to high standards, fast-paced execution, and client-critical responsibilities.
Responsibilities
Serve as a primary point of contact for institutional clients on trade-related inquiries, including trade placement, settlement status, and operational follow-ups
Deliver consistently high levels of client satisfaction through timely, accurate, and professional responses
Partner closely with internal teams (including operations, portfolio management, and client-facing business units) to resolve issues efficiently and escalate appropriately
Proactively identify, troubleshoot, and resolve operational or client-impacting issues, following defined escalation and risk protocols
Maintain and update critical client documentation (e.g. authorized signers, transaction approvals, wire instructions) in strict adherence to internal governance and control policies
Actively contribute to improving the client experience by proposing process enhancements and practical solutions
Participate in and lead cross-functional initiatives and operational projects as required
Enforce documented procedures and operational standards to ensure consistency and risk mitigation
Support the development of junior team members through training, knowledge sharing, and constructive feedback
Act as a point of escalation or operational backup in the absence of management
Perform quality control checks and support management with oversight of daily operations
Build strong technical and market knowledge to better understand trading, settlement, and market structure nuances
Requirements
Minimum 1 year of experience (including internships) in client support, client services, trading operations, or middle-office functions within financial services
Demonstrated hands-on experience responding to institutional client inquiries related to trading and settlement
Strong ability to coordinate across multiple internal teams to deliver timely, client-focused outcomes
Experience working within controlled, risk-aware environments, including adherence to escalation procedures and operational policies
Exceptional time management and prioritization skills, with the ability to manage multiple client requests in parallel
Strong analytical and problem-solving capabilities, with a solutions-oriented mindset
Confident and professional communication skills, both written and verbal, including senior-level client interaction
Ability to operate effectively in a global, fast-paced working environment
Demonstrated experience supporting or mentoring junior colleagues
Bachelor’s degree in Business, Finance, or equivalent professional experience
Benefits
Exposure to institutional clients and complex investment products
Opportunity to work in a high-calibre, globally connected financial environment
Hybrid working model supporting flexibility and productivity
Meaningful responsibility with visible impact on client satisfaction and operational excellence
Career development through hands-on exposure to trading operations, risk processes, and cross-functional collaboration
Collaborative culture with strong emphasis on quality, ownership, and professional growth
Commitment to Diversity and Inclusion We are committed to creating an inclusive workplace where all people are treated with respect. We welcome applications from candidates of all backgrounds and identities and encourage people who meet some, but not all, of the criteria to apply.
Application Process Please submit your CV and a short cover note outlining your client support experience, examples of successful client outcomes you have driven, and why you are interested in this role. Shortlisted candidates will be invited to an initial interview, followed by a panel interview and a practical case exercise. We will contact only those selected for interview.
#J-18808-Ljbffr