Client Services Representative - Futures, Options and Clearing

Job Description:

Job Title: Client Services Representative – Futures, Options & Clearing

Corporate Title: Officer

Location: Chester

Company Overview:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Location: Chester

Be part of something special at Bank of America Chester. Part of a leading global financial institution, we are looking for high potential individuals to join us in driving our people forward. Bank of America Chester is an exciting, diverse workplace where we are committed to delivering a great client experience to the businesses and individuals who call Chester home. Join our team today and find a rewarding, global career.

Role Description:

Are you an ambitious, detail-oriented individual looking to launch your career in financial services? We’re looking for a motivated Client Services Representative to join our Futures & Options and Clearing Client Services team.

This job is responsible for conducting day-to-day client activities with the objective to foster positive client experiences. Key responsibilities include performing set-up and maintenance of client information and accounts, ensuring transactions are completed accurately adhering to deadlines, and addressing or resolving client inquiries. Job expectations include being client oriented and data driven, performing with a high degree of accuracy and attention to detail, while ensuring all account activities are in compliance with all regulations, policies, and requirements.

This is an exciting opportunity to develop expertise in financial markets, build solid client relationships, and work alongside experienced professionals in a collaborative and fast-paced environment.

Responsibilities Include:

• Assists with set-up and onboarding for new clients, expanding client relationships, and offboarding clients
• Conducts daily monitoring of client activity across multiple markets and lines of business
• Serves as a primary point of contact for client inquires and problem resolution
• Ensures transactions are completed accurately within a timely manner and before deadlines
• Assists in the preparation of frequent reports and other measures of data
• Interacts positively and effectively with all levels of management and associates
• Identifies and flags potential risks in a timely manner
   

What we are looking for:

• Customer and Client focus
• Work in a fast-paced environment and can prioritise and multi-task under pressure
• Excellent attention to detail
• Excellent communicator as the function entails frequent interaction with business partners and clients
• Client Management Experience
• Experience working in a global environment with outsourced partners
• Evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashion

Benefits of working at Bank of America
UK

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
• 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc
• Use of a flex fund to use towards benefits
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

Bank of America

Good conduct and sound judgment are crucial to our long-term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirement.