About the Role:

Position:  Client Manager triResolve
Level:  Associate
Department:  Client Relationship and Services
Reporting To:  Client Relationship and Services Team Leader Stockholm

About the Role
As a Client Manager within the triResolve team, you’ll be at the forefront of client engagement for our OTC derivative portfolio reconciliation service for our global clients. Acting as the primary contact for clients, you’ll support service delivery, troubleshoot trade data issues, and provide training, working closely with our global product, development, and sales teams. This is an exciting opportunity to gain hands-on experience in the financial industry, focusing on customer care, product improvement, and client onboarding.

Key Responsibilities

Client Onboarding & Support

• Organize client demos and assist in the pre-sales process, guiding clients through onboarding, setup, and testing to ensure smooth integration.
• Provide daily support for assigned accounts, responding to client needs via email, phone, and in person.

Trade Data Analysis & Issue Resolution

• Review and analyze trade data for accurate portfolio reconciliation, identifying and resolving any discrepancies.
• Stay informed on current market regulations to deliver consistent, compliant service.

Customer Care & Engagement

• Build and maintain strong client relationships through regular check-ins, health checks, and onsite visits.
• Conduct training sessions to promote advanced service usage, collaborating with Sales and Customer Success teams to maximize client engagement and satisfaction.

Productivity & Product Development Support

• Identify and raise requests for new product features, collaborating with Product Management and Development teams on requirements and user testing, contributing to ongoing service enhancement.
• Actively contribute to workflow and service improvements that enhance the overall client experience.

Ideal Skills & Experience

• Excellent communication skills in English; fluency in German is a plus.
• Detail-oriented with an understanding of financial products, particularly OTC derivatives.
• Experience or familiarity with trade data, collateral management, or regulatory processes.
• Strong multitasking abilities in a fast-paced environment, with an interest in learning and using advanced spreadsheet functions.
• Tech-savvy with a foundational understanding of databases or an interest in technology is highly advantageous.

This role is perfect for someone with a client-centric mindset and a knack for problem-solving, keen to grow in financial technology.

About OSTTRA

Candidates should note that OSTTRA is an independent firm, jointly owned by S&P Global and CME Group.  As part of the joint venture, S&P Global provides recruitment services to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts.

OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years:  MarkitServ, Traiana, TriOptima and Reset.  OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.

 With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.

Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets. 

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