Client Relationship Manager

This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY!

Job Title: Client Relationship Manager
Location:

Chicago, IL 60661

Pay Rate:

$48.44/hr, paid weekly

Schedule:

Monday-Friday, standard business hours | Hybrid (3 days onsite, 2 days WFH)

Start Date:

ASAP, pending onboarding completion

Contract Length:

5-months, with potential to extend or convert

Overview
We are hiring a Client Relationship Manager / Client Service Representative (CSR) to act as the primary point of contact for brokerage clients trading Futures & Options and OTC clearing products. This role is focused on delivering exceptional client service, managing trade and position inquiries, and strengthening relationships with top-tier institutional clients.

You’ll play a key role in ensuring seamless client experience across the derivatives space, working in a fast-paced, collaborative, and globally connected environment.

Responsibilities

Serve as the main point of contact for client inquiries related to trades, positions, lifecycle events, commissions, reporting, and products

Manage and resolve client queries by coordinating across internal teams and stakeholders

Act as an escalation point for critical client and business issues

Engage clients on key lifecycle events (e.g., expiries, last trade dates)

Support client onboarding and access requests, including the Mercury portal

Partner with Marketing and internal teams to capture client feedback, product needs, and opportunities

Lead regular client meetings to review performance metrics, address issues, and discuss strategic initiatives

Track and prioritize outstanding issues (OILs), ensuring timely resolution

Drive client adoption of self-service tools and identify opportunities to reduce manual processes

Maintain accurate client records, procedures, and contact information

Required Skills and Qualifications

Strong communication and relationship management skills

Ability to multitask and thrive in a fast-paced environment

Self-driven with strong ownership and problem-solving capabilities

Solid understanding of futures, options, and derivatives clearing processes

Knowledge of industry regulations and best practices

Experience with systems such as GMI (preferred)

Proficiency in Microsoft Excel, Word, and PowerPoint

Understanding of margin processes for futures and options

Experience working in global and cross-functional teams is a plus

Innovative mindset with a continuous improvement approach

Strong collaboration skills and client-first mindset

Commitment to diversity, inclusion, and driving positive change

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