Job Description
Job Title: Client Relationship Manager / Client Service Representative (Futures, Options, and OTC Clearing) - Level III Location: Chicago, IL - Hybrid, mandatory 3 days onsite and 2 days WFH Duration: Contract - 1 role: ASAP-12/31/2026; 1 role: 6 months Pay Range: $48.43 (W2) Job ID: 372425 Notes: Contractor will be responsible for parking fees. About BCforward BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity. Job Description We are seeking a Client Relationship Manager / Client Service Representative to serve as the primary point of contact for top-tier institutional clients trading Futures & Options and engaging in OTC clearing. The role requires expertise in client support for trade and position management, relationship management, and response to market and product inquiries across the derivatives space. The successful candidate will provide consistent client advocacy and deliver high-quality service that strengthens overall relationships. Responsibilities: Act as subject matter expert for client queries on trades, positions, lifecycle events, commissions, reporting, and product offerings. Serve as the central point of contact, navigating the organization to research and coordinate responses to client queries and escalations. Function as an escalation point for clients and internal teams to drive resolution on critical initiatives. Coordinate outreach regarding last trade dates, especially for physically settled contracts and options expiries, and capture client intentions. Facilitate and track client requests for additional access to the Mercury portal. Maintain frequent dialogue with Marketing to share client concerns and product requests, tracking items in internal databases. Establish regular meetings with priority clients to review metric trends, outstanding issues (OILs), and strategic industry topics with a holistic operational view. Prepare agendas and presentations for client meetings and issue timely call reports and follow-ups. Partner with Client Service Relationship Managers to prioritize and progress priority client OILs, maintain SharePoint updates, and ensure steady advancement of solutions. Promote client self-service via the portal, reduce accommodations, and use eTask/Tableau metrics to identify and lower manual processes. Maintain current client profiles, procedures, and contact information. Required Skills & Qualifications: Strong communication and leadership skills with proven client-facing experience. Ability to operate in a fast-paced environment and manage multiple priorities effectively. Demonstrated ownership and independence in managing tasks and processes with appropriate controls and risk awareness. Proficiency in Microsoft Excel, Word, and PowerPoint. In-depth knowledge of client execution and clearing for futures and derivatives across global markets. Knowledge of industry rules, regulations, and common street-wide business practices. Experience with GMI and systems associated with cleared futures and derivatives. Experience working in a global model with outsourced partners. Strong understanding of the margin process for futures and options. Mindset for innovation and continuous improvement with collaborative problem-solving. Ability to engage a diverse client set to understand current and future needs and to drive positive change. Preferred Skills: Familiarity with SharePoint, Mercury portal administration, eTask, and Tableau metrics. Background in brokerage, clearing operations, collateral, and product lifecycle management. Why BCforward? At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to: Competitive compensation and benefits. Opportunities for growth with global clients. A supportive, inclusive culture that values innovation and people. Exposure to cutting-edge technologies and projects. About Our Commitment BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status. Interested? Apply Now! If this sounds like the right opportunity for you, please apply with your most recent resume.