Speak with clients regularly, know the client, act as an escalation point, deliver the firm and products in partnership with the Futures & Options Marketing team
Partner closely with the FIPB Client Service Team (CSR) on day to day client issues, client management and build operational excellence: improve processes, build efficiency and establish best practices
Collaborate with Sales and Marketing to vet client prospects, determine potential value to FIPB via revenue and cost analysis and present sponsored prospects for requisite approvals
Drive client solutions by partnering with FIPB CSRs, Technology, Futures Marketing and the Repo Sales team
Partner with Onboarding to deliver the FIPB product to clients, liaise with internal operations groups Proactively monitor industry trends and competitive landscape
Manage high and low value clients in a systematic way with tracking and management reporting
Leverage Excel skills to build metrics
Plan and execute business strategy with the head of FIPB
Skills:
Strong communication skills with an understanding of how to tailor messages appropriate to the audiences
Strong client service skills
Rapidly assess problems, perform root cause analysis and reason out creative solutions
Manage workload to manager imposed or self-imposed deadlines
Advanced Excel and PowerPoint skills – includes pivots, macros, and charts
Comfortable engaging people at all levels of the organization to ask questions and solve problems
An organized, self-starter that can execute on deliverables without constant follow up from management
Comfortable with escalation and communicating information proactively
Own issues and see them through to resolution, relentless follow up