Client Manager- First Line Client Specialist Hybrid

This role sits within the Client Facilitation Team in Global Market Operations, with dual accountability to the designated sales product or regional head. The position applies in-depth disciplinary knowledge to drive the development of new techniques and continuous improvement of processes and workflows.

About the role

The ideal candidate will integrate subject matter and industry expertise to remove administrative burdens from the sales team, allowing them to focus on value-add client engagement. The successful candidate will act as a key escalation point for sales and client issues, diagnosing root causes, and driving both tactical and strategic solutions. This position is integral to the desk's success, with input deemed essential for all pre- and post-trade processes.

Responsibilities

• Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle.
• Improve the ease of doing business for clients by providing cross-product solutions to recurring issues.
• Remove administrative burdens from sales to enable focus on value-add client engagement.
• Proactively mitigate client impact while enhancing the client experience, ensuring client set-up is accurate and right first time (eCommerce, Risk, or Operational Platforms).
• Lead and manage the end-to-end onboarding and maintenance of high-value clients, prioritizing new or existing accounts for timely setup.
• Diagnose root causes of issues and identify both tactical and strategic solutions, owning their delivery.
• Spearhead investigations and implement robust processes to prevent future errors, enhancing operational reliability.
• Proactively support the sales team in managing the ‘First Line of Defense,’ including monitoring desk controls, minimizing credit line breaches, and ensuring credit facilities are sufficient to support trading.
• Ensure pre- and post-trade processes are managed efficiently, including prompt resolution of booking issues, settlement issues, and margin disputes.
• Act as a point of escalation and own the resolution of operational issues between sales, clients, and support functions.
• Identify opportunities to reduce manual intervention and improve straight-through processing (STP).

Requirements

• 1+ years of experience in Capital Markets or in Operations, Risk, Client Onboarding, or Middle Office.
• Understanding of market products or a financial degree.
• Some experience working in a financial organization (preferred).
• Bachelor’s degree (or equivalent).
• For some locations, fluency in the native language may be preferred.

Skills

• Proficient with Microsoft Office, Bloomberg, credit risk, and settlement systems (preferred).
• Excellent interpersonal and communication skills.
• Superior quantitative and problem-solving skills.
• Knowledge of Securitized Markets product, clients, and business (preferred but not required).
• Self-motivated, innovative, and results-oriented individual.
• Highly organized with strong attention to detail.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and holidays.
• Discretionary and formulaic incentive and retention awards (for eligible employees).

Pay

Full-time salary range: $61,120.00 - $85,280.00.

Schedule

Full time.

Primary location: Getzville, New York, United States.