FX PB Client Services Associate

Posted 3 Days Ago
Be an Early Applicant
Stamford, CT
In-Office
100K-130K Annually
Entry level
Fintech • Payments • Financial Services
The Role
Provide front-to-back client coverage for allocated FX prime brokerage clients, manage onboarding, daily transactional activity (booking, exception monitoring, matching), monitor client limits, escalate high-risk issues, and coordinate across Legal, Credit, Collateral, Sales and Product teams to ensure smooth client operations.
Summary Generated by Built In

 
This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role.  Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business. 

 

 

Join us as a FX Prime Brokerage Client Services Associate 

  • Sitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining relationships with external clients 

  • You’ll act as the primary contact for clients and internal stakeholders to ensure the smooth running of client accounts 

  • This is a fast-paced front office role, in which you'll be providing proactive and high quality client service and customer experience, with a big focus on personal and professional development 

 
What you’ll do 

In your new role, you’ll be accountable for front to back coverage for allocated Prime Brokerage clients, leading client integration and managing all daily transactional activity, including booking, monitoring for exceptions and matching. In addition, you’ll be monitoring client limit utilisation and increases where necessary. 

 

We’ll also look to you to: 

  • Escalate high risk issues that will negatively impact client relationship or potential bank risk 

  • Regularly review client processes and structures, providing regular updates to sales and management on potential issues, efficiencies, and changes 

  • Coordinate the onboarding processes across our Legal, Credit, Collateral, Sales and Product 

 

The skills you’ll need 

We’re looking for someone with high analytical and numerate skills and experience in a finance or banking environment. It’ll be ideal if you have experience in a client facing role. 

 
You’ll also need: 

  • A good understanding of FX products, including cash FX, vanilla options and exotic options 

  • Excellent interpersonal skills, and the ability to promote a collaborative team environment 

  • Strong communication skills 

  • A keen eye for detail 

  • Solid planning and organisational skills 

 

The expected base annual salary range for this position is $100,000 - $130,000 at the start of employment. This is not a guarantee of compensation.  The exact compensation is determined  on an individualized basis and may vary based on skills, experience, training licensure, certifications and location.  In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. 

 

It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. "Know Your Rights" 

 

Hours

40

Job Posting Closing Date:

Job Posting Closing Date is not yet published.

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The Company
HQ: Bengaluru, Karnataka
40,000 Employees
Year Founded: 1970

What We Do

We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate.

As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these.

Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence.

One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025.

We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.

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