About the Role:
Position: Client Manager (triResolve)
Level: Analyst
Department: Client Relationship and Services, triResolve
Reports to: Team Leader, Client Relationship and Services
About the Role
As a Client Manager within the triResolve team, you’ll be at the forefront of client engagement for our OTC derivative portfolio reconciliation service for our global clients. Acting as the primary contact for clients, you’ll support service delivery, troubleshoot trade data issues, and provide training, working closely with our global product, development, and sales teams. This is an exciting opportunity to gain hands-on experience in the financial industry, focusing on customer care, product improvement, and client onboarding.
Key Responsibilities
Client Onboarding & Support
- Organise client demos and assist in the pre-sales process, guiding clients through onboarding, setup, and testing to ensure smooth integration.
- Provide daily support for assigned accounts, responding to client needs via email, phone, and in person.
Trade Data Analysis & Issue Resolution
- Review and analyze trade data for accurate portfolio reconciliation, identifying and resolving any discrepancies.
- Stay informed on current market regulations to deliver consistent, compliant service.
Customer Care & Engagement
- Build and maintain strong client relationships through regular check-ins, health checks, and onsite visits.
- Conduct training sessions to promote advanced service usage, collaborating with Sales and Customer Success teams to maximize client engagement and satisfaction.
Productivity & Product Development Support
- Identify and raise requests for new product features, collaborating with Product Management and Development teams on requirements and user testing, contributing to ongoing service enhancement.
- Actively contribute to workflow and service improvements that enhance the overall client experience.
Ideal Skills & Experience
- Excellent communication skills in English; fluency in German is a plus.
- Detail-oriented with an understanding of financial products, particularly OTC derivatives.
- Experience or familiarity with trade data, collateral management, or regulatory processes.
- Strong multitasking abilities in a fast-paced environment, with an interest in learning and using advanced spreadsheet functions.
- Tech-savvy with a foundational understanding of databases or an interest in technology is highly advantageous.
This role is perfect for someone with a client-centric mindset and a knack for problem-solving, keen to grow in financial technology.
About OSTTRA
Candidates should note that OSTTRA is an independent firm, jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global provides recruitment services to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts.
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.
With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.
Learn more at www.osttra.com.
What’s In It For You?
Benefits:
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our benefits include:
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Health & Wellness: Health care coverage designed for the mind and body.
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Flexible Downtime: Generous time off helps keep you energized for your time on.
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Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
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Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
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Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
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Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
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Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: [email protected] and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
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20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)
What We Do
Welcome to the home of MarkitServ, Traiana, TriOptima and Reset. OSTTRA brings together the expertise, processes and networks to solve the post-trade challenges of the global financial markets. We strengthen the post-trade infrastructure and ecosystem with robust and progressive end-to-end solutions and unrivaled connectivity.
We sit at the heart of post-trade and the centre of the post-trade community for over 20 years. Our specialist solutions continue to empower market participants to Connect, Process, Mitigate, Reconcile, Optimise and address Compliance across all OTC asset classes. Together with our customers we are streamlining, securing and shaping the future of post-trade innovation.
To contact an OSTTRA subject-matter expert, please send an email request to [email protected]
