ICAP→
Client Services Representative at ICAP in New York
Entry LevelOn-siteFull-timeNew York$75k–$80k/yr
Skills
client servicesoperationstrading supportfinancial servicesfixed income marketsinstitutional tradingmicrosoft excelsalesforcebloombergmarket data toolsanalytical thinkingsound judgment
Job Description
Summary: TP ICAP is a world leading provider of market infrastructure, seeking a Client Services Representative to enhance the client experience. This role involves managing client inquiries and operational requests while ensuring a high-quality service delivery through effective coordination across various teams.
Responsibilities:
- Deliver timely, accurate, and high‑quality support across all client service channels
- Ensure a consistent service experience across regions and time zones
- Build strong platform fluency to confidently support, guide, and educate users
- Help clients optimise their workflows and usage of NewCo’s tools and protocols
- Maintain clear ownership and accountability for all client requests through resolution
- Monitor trade progression and escalate technical or operational issues as required
- Partner closely with Sales, Product, Operations, and Compliance to resolve complex client issues
- Participate in readiness checks for platform releases, enhancements, and maintenance
- Validate new functionality from a client‑usage perspective and identify workflow impacts
- Deliver UAT demonstrations and training for sales teams and clients
- Capture structured client feedback and contribute insights to product roadmap discussions
- Support the onboarding of new clients and traders in partnership with internal teams
- Coordinate connectivity setup, dealer feeds, and data entitlements
- Ensure permissions, configurations, and access frameworks align with client requirements and internal controls
- Act as a point of continuity between onboarding, day to day usage, and ongoing client support
- Maintain accurate client records and operational documentation
- Contribute to KPI tracking and identify trends to improve service delivery and processes
- Use data and analytics tools to surface notable client activity and support proactive engagement
- Create and maintain support materials, process documentation, and operational runbooks
Required Qualifications:
- 1–3 years' experience in client services, operations, trading support, or financial services
- Demonstrated ability to exercise sound judgment and work independently in managing client relationships and operational priorities
- Must possess an aptitude for technology and be comfortable using multiple systems
- A strong interest in fixed income markets and institutional trading
Preferred Qualifications:
- Excellent communication skills and a collaborative mindset
- Analytical thinking and sound problem‑solving abilities
- The ability to stay organized and composed in a fast‑moving environment
- Comfort with Microsoft Office (especially Excel); experience with Salesforce, Bloomberg, or market data tools is a plus
Required Skills: Client services, Operations, Trading support, Financial services, Fixed income markets, Institutional trading, Microsoft Excel, Salesforce, Bloomberg, Market data tools, Analytical thinking, Sound judgment