Be at the center of electronic trading where speed, accuracy, and client experience matter. You will support user onboarding, help resolve day-to-day platform queries, and develop a strong foundation in electronic trading workflows and controls.
As a Fixed Income, Currencies and Commodities Electronic Trading Client Service Analyst/Associate in Fixed Income, Currencies and Commodities Electronic Trading Client Service, you will support Private Bank electronic trading users on proprietary and multi-dealer platforms operating 24/5.5. You will assist with user enablement and training, support entitlements and limit setups with partner teams, and help triage and track client issues through resolution. Your work helps maintain a strong client experience while supporting risk and control standards.
Job responsibilities
- Support onboarding and enablement for Private Bank users on the proprietary Execute electronic trading application
- Assist with enablement requests, including collecting required information, coordinating entitlements, and supporting limit setup processes
- Partner with electronic trading Sales and internal teams to help ensure new user setups are completed accurately and on time
- Respond to client and internal stakeholder queries, providing timely updates and following established procedures
- Triage basic platform/workflow issues, gather evidence (logs, screenshots, timestamps), and route to the appropriate teams for resolution
- Track incidents and requests to closure, ensuring actions and outcomes are documented clearly
- Escalate issues and potential control concerns to senior team members promptly when identified
- Contribute to upkeep of FAQs, training materials, and runbooks based on recurring questions and issues
Required qualifications, capabilities, and skills
- Strong client service mindset in a fast-paced, time-sensitive environment
- Interest in electronic trading, markets, and learning complex workflows quickly
- Strong attention to detail and diligence when processing enablement and access requests
- Clear written and verbal communication skills with internal stakeholders and clients
- Ability to prioritize tasks, manage deadlines, and remain organized under pressure
- Analytical approach to problem-solving and willingness to ask questions when uncertain
- Strong teamwork and interpersonal skills
Preferred qualifications, capabilities, and skills
- Exposure to electronic trading platforms or client service/support roles in financial services
- Familiarity with access management concepts (entitlements) and/or basic limit setup concepts
- Basic knowledge of Foreign Exchange and/or Commodities products
- Experience working with incident tracking tools and documenting issues clearly
- Interest in training/enablement and creating simple user guidance materials
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