Senior Client Services Associate

OSTTRA•New York, NY

23h•$95,000 - $127,000•Hybrid

About The Position

The Client Services team provides primary-level problem resolution, technical application support, and account management to current and potential clients. In this role, you will lead client onboarding, troubleshoot operational issues, drive engagement on new initiatives, and optimize internal workflows to ensure our global client base receives maximum benefit from OSTTRA services.

Requirements

Deep understanding of front, middle, and back-office operations, trade lifecycles, and where OSTTRA fits within the post-trade financial ecosystem.
5+ years of experience in financial technology services and/or banking; BA/BS in Business, Finance, Economics, or Computer Science preferred). Hands-on product experience with OTC and Exchange Traded derivatives and their respective markets.
Strong client-facing skills, ability to manage multiple stakeholders, interpret data, and work both independently and collaboratively under pressure.
Persons with indefinite right to work in the United States.

Nice To Haves

Familiarity with database tools, common transport protocols (MQ, Email, FTP, SFTP), and operating systems (Windows, Unix, Linux)

Responsibilities

Manage key client accounts and interface directly with senior stakeholders. Serve as a primary point of contact for clients, leading account onboarding, managing ongoing relationships, and driving client engagement across core initiatives.
Troubleshoot complex, novel technical issues under pressure and resolve daily operational, customer-related, and technical application issues across all asset classes and services (Core/TM/triCalc/IMEM), maintaining Salesforce queues to ensure prompt resolution.
Serve as a dedicated technical resource and mentor for junior team member. Conduct checks on Analyst work to ensure quality, answer process questions, and act as an internal escalation point.
Partner with CD&S and BLM teams on new initiatives, document firm enhancement requests, create product development tickets, and recommend process improvements to increase operational efficiency.
Analyze client service metrics to identify trends, validate functionality requirements with clients, and contribute to special projects, pilots, or global strategy alignments.