Client Solutions Specialist - Financial Services

Wayne, PA, United States

Primary Talent Partners has a contract opening for a Client Solutions Specialist, Financial Services to join a banking/financial services client of ours in Chesterbrook, PA. This is a 8-9 month contract with the potential for contract extensions.

Pay Rate = $45.00 - $48.00/hr. W2, no PTO or benefits included.

Business Overview:

Electronic Client Solutions Group (eCSG) is a global team within the COO group, with teams based in London, New York, Singapore and Lisbon. eCSG represents the backbone of the company's Electronic trading offerings - its core function is to provide a single point of contact for Client queries for all our Electronic products and services. eCSG supports Clients, ECNs, and external counterparties, in conjunction with eSales and Voice sales teams, and is responsible for both Client Onboarding, Client Support, and vendor/account management across all our Ecommerce platforms.

Its responsibilities fall into three main business lines:

• FX and Commodities eCommerce

• Rates/Credit eCommerce

• Structured Products/Derivatives eCommerce

The team provides the highest level of service to our external and internal clients to position the company as a leading provider of Electronic Markets solutions; Its' aim is to cultivate, maintain and industrialize our relationships with Clients, Vendors and 3rd Party providers through excellent customer service, in order to significantly improve our electronic offering and increase our market share.

Responsibilities:

Client Support:

Ensure every call is answered professionally and promptly and that the highest level of customer service is portrayed. Project a knowledgeable and friendly manner and take ownership and responsibility for every call.

Troubleshoot and Resolve issues across all BNP Paribas electronic products and services as effectively as possible. Escalate issues to the relevant teams and ensure a quick and effective resolution every time.

Manage incidents and effectively coordinate support and resolution between IT, sales, trading, software vendors and back to Clients. Work with IT to ensure that normal service and operations are resumed and appropriate fixes are put in place as quickly as possible

Take ownership for all internal and external communications for affected clients and users and ensure service updates are regularly communicated.

Proactively monitor the status of all systems and electronic trade flows, and ensure that clients are connected, being priced and able to trade at all times.

Work closely with Sales, Trading, Credit, IT and the back office for the swift resolution of any deal issues (e.g. off-market rates, booking or confirmations issues etc.)

Work with the existing eCSG team to build and promote a world class service team that differentiates the company as a market leader in the ecommerce space.

Client Onboarding: Responsible for managing and implementing all Client and User Onboarding requests to the company electronic trading platforms. These include ECNs, Multi Dealer platforms, Single Dealer Bank platforms and FIX API Connections.

Work closely with the sales, trading and support teams globally to manage the configuration of Pricing and Client margin across multiple electronic platforms and systems.

Work closely with Client Onboarding teams and Sales support to ensure correct mappings of new clients in all the relevant electronic systems prior to Go Live.

Record all Client Onboarding activities and requests in our ecommerce tool to ensure accurate and meaningful MIS around Onboarding activities.

Internal Support: Assist Sales with training and demos of electronic platforms to clients.

Provide support to voice Sales for e-Voice flows and ensure correct mappings and client setup

Provide Sales with support on ad hoc reporting and MIS around electronic trading volumes and client statistics.

Monitor flows using data-mining analysis and generate intelligent triggers for Sales to act on.

Pricing Configuration: Manage all pricing and tier changes for Sales and Trading

Manage client margins on behalf of Sales and trading, update and amend as required by the business

Manage price controls and limits across all currencies and ensure that all changes are properly controlled and approved prior to implementation.

Minimum Required Qualifications Knowledge of FI eCommerce products and solutions preferably in FX, Rates & Credit business lines

2-4 years client facing background working with customers, vendors, sales and trading

2-4 years of experience working in a client support or application development role supporting a proprietary eCommerce platform, ECN/vendor platforms, FIX API connections and algorithmic execution strategies.

Excellent communication skills to quickly and accurately report/resolve both internally and externally.

Project Management experience delivering small projects or enhancements to an eCommerce platform either in a Support/Service role or Development capacity

Experience of Prime Brokerage Onboarding and Give up flows for electronic execution

Exposure to different STP solutions, workflows and implementations for FI markets

Understanding of Relational Database and Object oriented database design

MS Excel - Pivot tables, Write advanced formulas and Macros for custom reports

FIX protocol - Understand FIX specification for supporting Client and Vendor connections

Background in IT or Front office working with Sales and Trading

Preferred Qualifications: Fixed Income Product Knowledge

Understanding of Pricing

Ecommerce Client Service and Onboarding

Experience providing product demos and training

Primary Talent Partners is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.

If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at [email protected]

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