FX PB Client Services Associate

FX PB Client Services Associate

LocationStamford,United States

Job typePermanent |Contract typeFull Time

Experienced

This is a general indication and doesn’t always reflect day-to-day responsibilities. Check the job description for full details.

#R-00281661

Job description

This role is based in the United States and as such all normal working days must be carried out in the United States.

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role.   Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business.

Join us as a FX Prime Brokerage Client Services Associate

• Sitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining relationships with external clients

• You’ll act as the primary contact for clients and internal stakeholders to ensure the smooth running of client accounts

• This is a fast-paced front office role, in which you'll be providing proactive and high quality client service and customer experience, with a big focus on personal and professional development

What you’ll do

In your new role, you’ll be accountable for front to back coverage for allocated Prime Brokerage clients, leading client integration and managing all daily transactional activity, including booking, monitoring for exceptions and matching. In addition, you’ll be monitoring client limit utilisation and increases where necessary.

We’ll also look to you to:

• Escalate high risk issues that will negatively impact client relationship or potential bank risk

• Regularly review client processes and structures, providing regular updates to sales and management on potential issues, efficiencies, and changes

• Coordinate the onboarding processes across our Legal, Credit, Collateral, Sales and Product

The skills you’ll need

We’re looking for someone with high analytical and numerate skills and experience in a finance or banking environment. This role is open to candidates with relevant experience; however, we also welcome individuals who demonstrate strong analytical capabilities, learning agility, initiative, and the potential to succeed and grow within the role.

You’ll also need:

• A good understanding of FX products, including cash FX, vanilla options and exotic options

• Previous experience working in a client facing role or financial services industry.

• Excellent interpersonal skills, and the ability to promote a collaborative team environment

• Strong communication skills

• A keen eye for detail

• Solid planning and organisational skills

The expected base annual salary range for this position is $85,000 - $130,000 at the start of employment. This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement.

It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. "Know Your Rights" (https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal)