JobMesh

Futures Client Relationship Manager

Morgan Stanley · Chicago, Illinois, US

Position Summary : This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our custo...

Job description

Position Summary: This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner; provides clear and accurate responses to customer questions primarily through inbound phone calls; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company’s products and services. Role Differentiators: Support Futures clients in the way of futures transactions services, platform education, trade placement, updating expiring positions, margin and risk-related inquiries, buying power and balances reviews, and trade inquiries. Role Responsibilities: - Provide timely, accurate, and informative answers via phone calls to clients and internal partners - Assist clients with futures options order execution, margin treatment, and risk related inquiries - Provides updates regarding expiring positions and margin calls - Work in tandem with the Futures Risk Team to addr...