Client Service Associate

Posted Monday, August 10, 2026 at 4:00 AM

The Client Services Associate provides primary-level problem resolution & customer service to current & potential clients and is the primary owner of selected accounts. They lead on-boarding of new clients, work to engage customers on new initiatives, & build & maintain those relationships & provide daily support. He/ She handles operational & customer-related issues, delivering resolutions, function as the primary lead for internal projects, & recommend updates to current operational processes & procedures.

Demonstrate the ability to solve problems across all asset classes/initiatives and mastery of internal operational processes, Data interpretation and optimization, review and management of exceptions in a timely manner. Demonstrate ability to teach/help colleagues with questions and issues regarding internal operational processes (Internal escalation points for Analysts). Conduct reviews/checks of Analysts work to ensure progress and quality control. Be able to work independently to support customers for at least one service (Core/TM/triCalc/IMEM).

Provide excellent customer service across all asset classes and initiatives. Develop strong relationships with customers, provide clear/professional responses to client queries, assist with & lead customer calls and/or in-person visits. Accountable for the health/success of all non-dealers, non-asset servicers, non-hedge funds

Support effort to develop innovative enhancements that improve our team and our customers’ experience. Document firm enhancement requests and help prioritize them. Suggest ideas to improve the customer experience and improve internal processes.

Provide support to CD&S and BLM teams on new initiatives during market adoption.

Create development tickets associated with new products and services, reflecting known requirements.

Engage with clients to validate functionality requirements and get feedback before the requirements are finalized to avoid any delays in product rollout

Product experience with OTC and Exchange Traded derivatives as well as the market they are traded in

Knowledge of where our organization fits in the industry

Knowledge of front, middle and back-office operations and systems

This role is limited to persons with indefinite right to work in the United States.

The anticipated base salary range for this position is 80,000 to $95,000. Final base salary for this role will be based on the individual’s geographic location, experience level, skill set, training, licenses and certifications.

At OSTTRA, our benefits philosophy offers a market-competitive package that reflects our position as an industry leader. We want to ensure you feel valued, secure, and empowered wherever you are in the world.

Our approach is built on three core pillars:

Global foundations:
We provide a baseline of excellence across all our offices, focusing on comprehensive Health & Wellness, Financial Security, and Work-Life Balance. No matter your location, you are part of a culture that prioritizes your holistic well-being.

Locally tailored:
We benchmark in each market to ensure our packages are genuinely competitive where you live and work.

Flexibility and growth:
We empower you to work in a way that suits your life. This includes a hybrid working model, generous leave policies, and a commitment to your continuous professional development.

Every employee at OSTTRA is an owner, and a member of The Trust, our employee ownership programme. Our distinct culture…