Client Relationship Manager

Charlotte Permanent USD90,000 - USD120,000
  • Reputable Financial Services Firm
  • Competitive compensation package

About Our Client

  • Leading Global Bank
  • Ranked as one of the 100 best companies to work for

Job Description

  • Subject Matter Expert for client questions regarding trades, position, life cycle events, commissions, reporting, product offering
  • Connecting with marketing team to keep abreast of client concerns or product asks and tracking this via internal databases
  • Scheduling frequent meetings with priority clients to drive discussions around metric trends and outstanding issues
  • Facilitate client requests for additional access to the mercury portal

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • Excellent communication skills, both verbal and written
  • Knowledge of the margin process for futures and options
  • Well versed in client execution and clearing
  • knowledge of industry rules and regulations

What's on Offer

  • Working for a Leading Global Bank
  • Competitive compensation package
  • Health Vision and Dental Benefits
  • Ranked as one of the 100 best companies to work for
Noah Burchard
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Job summary

Banking & Financial Services
Sub Sector
Capital Markets / Equity
Financial Services
Contract Type
Consultant name
Noah Burchard
Job Reference