Senior Client Services Specialist

Responsibilities

The candidate will join the Client Facing Middle Office (CFM) Team. The CFM team handles middle and back‑office functions for the PSC business lines, which include prime services, commodity clearing and global execution services. Reference 260007WT.

• Execution and clearing controls of all operations performed by FO and clients.
• First level of control on operations and quality certification.
• Customer Relationship Management, KYC, and all support during the life cycle of client trading activity.
• Keep clients informed of all regulatory changes impacting operations.

Client Facing Middle Office main responsibilities and tasks:

• Primary point of contact for clients regarding all operational queries for Listed Derivatives, including trades, position management, client reporting, commissions, fees, regulatory topics, and ad‑hoc queries. Cash and collateral management is handled by the MTR CCR team but may involve escalation.
• Monitor and communicate all trade life‑cycle events (allocations, breaks, transfers, expiry/market intentions) until resolution.
• Coordinate upcoming expiries with clients to ensure full awareness of intentions and manage delivery with the deliveries team.
• Monitor physically delivered products at expiration; liaise with deliveries teams for accurate reporting at the CCP.
• Manage client queries on trade life cycle and position reporting.
• Correct exceptions on execution trades to ensure proper allocation.
• Operational/escalation point of contact for clients, maintaining and growing relationships.
• Responsible for client bookings in relevant product databases versus external clearing houses/systems.
• Perform and monitor key end‑of‑day controls to mitigate risks.
• Fully understand booking rules and their impact on firm risk during the trade lifecycle.
• Process and monitor post‑execution allocation of all listed derivative transactions.
• Proactively contact Brokerage Desks, Trading Assistants, and Client Trade Support groups for bunched order allocations prior to clearing house cut‑off times.
• Monitor and accept give‑in trades from other FCMs for clearing accounts.
• Establish and assist with client check‑outs as needed.
• Maintain accurate static data between clearing systems for straight‑through processing.
• Develop action plans for recurring incidents and prepare post‑mortems.
• Identify, analyze, and rectify issues related to information flow into relevant systems.
• Investigate and resolve daily trade breaks, escalating when required.
• Process client position transfers, ensuring approvals and procedures are captured.
• Responsible for operational client onboarding and introduction of client to support teams.
• Continuously interact with clients to improve experience, partnering for process improvements and automations.
• Set up client users and standard client reporting in the SG Markets Prime portal.
• Capable of presenting system demos to clients.
• Participate in forums such as business committees, client onboarding discussions, and ongoing client profitability analysis.
• Monitor internal controls to manage key risk areas.
• Monitor key KPI to ensure risks are controlled and trends reported with action plans.
• Monitor operational risks (exceptions follow‑up, pending trades, top day/historical) and track, monitor, resolve key risk items.
• Participate in (or lead) projects that impact ETD products.
• Engage in Global and Regional communities to share best practices.

• Excellent interpersonal skills; able to communicate convincingly at all levels within the bank.
• Attention to detail and think‑outside‑the‑box mentality.
• Strong written documentation abilities.
• Coordination skills across and between the teams in OPER and the business.
• Strong understanding of listed derivative market activities.
• Compliant with confidentiality requirements.
• Self‑motivated, capable of working autonomously and following matters through to completion.
• Solution‑focused, service‑oriented and proactive.
• Team player, open to sharing knowledge.
• Possess a strong risk culture and reliable professional conduct.
• Always have a client‑centric approach.

• Knowledge of Microsoft Office Suite, especially Excel (pivot tables, functions).
• Expertise of listed derivatives clearing workflow from trade execution to settlement.
• FIS GMI.
• Knowledge of exchange GUI’s and SG internal systems (beneficial, not essential).

Base salary range does not include overtime pay, bonus, and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including a 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.