Job Summary: We are seeking a motivated and detail-oriented Client Service Group (CSG) Representative to join our dynamic Operations team. This role involves managing daily trade processing tasks, client onboarding, account management, and trade lifecycle operations in a fast-paced, high-risk environment. The ideal candidate will have strong communication and problem-solving skills and be comfortable interacting with a variety of stakeholders, including Sales, Trading, and internal Operations teams.
Job Responsibilities: - Execute and monitor daily operational tasks including client onboarding, account setup, trade allocations, confirmations, and settlements.
- Investigate and resolve issues to ensure adherence to client service level agreements and minimize risk exposure.
- Build and maintain strong relationships with clients at the middle/back office level to ensure seamless operational support.
- Become a subject matter expert in assigned operational processes and financial products, particularly fixed income.
- Liaise directly with Sales, Trading, Trade Support, and Settlements to coordinate trade flows and client inquiries.
- Support continuous process improvements and participate in business initiatives and projects.
- Prioritize and manage multiple responsibilities in a high-pressure environment.
Required Skills: - Bachelor's Degree (required).
- Strong interest in operations, client service, and finance.
- Experience or familiarity with fixed income and financial markets.
- Strong multitasking skills and ability to prioritize tasks under pressure.
- Exceptional communication and interpersonal skills to work effectively with internal teams and external clients.
- Comfortable with business software tools and standard office applications (Excel, Outlook, etc.).
Preferred Skills: - Prior experience in client service or financial operations.
- Experience with process management and improvement initiatives.
- Working knowledge of trade lifecycle, allocation, and settlement processes.
- Familiarity with internal CRM, trade processing, or financial software platforms.
Certifications: None required; financial or operations certifications are a plus.
Education: Bachelors Degree