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Financial Client Services Rep

🏢
Insight Global
📍 Chicago, United States
📍
Location Chicago
📅
Posted June 20, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

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Job Description

Job Description
As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for client's customers dealing in Futures & Options and OTC clearing. The primary functions of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.

Responsibilities:
• Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering
• Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations
• Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives
• Coordinate outreach an...

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📍 Location Details

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City
Chicago
🗺️
Country
United States
🚗
Commute
Local Area

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