Client Relationship Manager (Hybrid)

Tailored Management

Chicago, IL

JOB DETAILS
SALARY
$5.63–$48.44 Per Hour
SKILLS
Best Practices, Brokerage, Communication Skills, Continuous Improvement, Cross-Functional, Customer Acquisition, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Service Management, Customer Support/Service, Customer/Client Research, Derivatives, Diversity, Establish Priorities, Futures, Marketing, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Multitasking, Onboarding, Performance Metrics, Problem Solving Skills, Process Improvement, Record Keeping, Regulations, Relationship Management, Sales Management, Strategic Planning, Team Player, Time Management, Trading/Stockbroking
LOCATION
Chicago, IL
POSTED
24 days ago
Job Title: Client Relationship Manager
Location: Chicago, IL 60661
Pay Rate: $48.44/hr, paid weekly
Schedule: Monday-Friday, standard business hours | Hybrid (3 days onsite, 2 days WFH)
Start Date: ASAP, pending onboarding completion
Contract Length: 6-12 months, with potential to extend or convert

Overview
We are hiring a Client Relationship Manager / Client Service Representative (CSR) to act as the primary point of contact for brokerage clients trading Futures & Options and OTC clearing products. This role is focused on delivering exceptional client service, managing trade and position inquiries, and strengthening relationships with top-tier institutional clients.

You'll play a key role in ensuring seamless client experience across the derivatives space, working in a fast-paced, collaborative, and globally connected environment.

Responsibilities
  • Serve as the main point of contact for client inquiries related to trades, positions, lifecycle events, commissions, reporting, and products
  • Manage and resolve client queries by coordinating across internal teams and stakeholders
  • Act as an escalation point for critical client and business issues
  • Engage clients on key lifecycle events (e.g., expiries, last trade dates)
  • Support client onboarding and access requests, including the Mercury portal
  • Partner with Marketing and internal teams to capture client feedback, product needs, and opportunities
  • Lead regular client meetings to review performance metrics, address issues, and discuss strategic initiatives
  • Track and prioritize outstanding issues (OILs), ensuring timely resolution
  • Drive client adoption of self-service tools and identify opportunities to reduce manual processes
  • Maintain accurate client records, procedures, and contact information
Required Skills and Qualifications
  • Strong communication and relationship management skills
  • Ability to multitask and thrive in a fast-paced environment
  • Self-driven with strong ownership and problem-solving capabilities
  • Solid understanding of futures, options, and derivatives clearing processes
  • Knowledge of industry regulations and best practices
  • Experience with systems such as GMI (preferred)
  • Proficiency in Microsoft Excel, Word, and PowerPoint
  • Understanding of margin processes for futures and options
  • Experience working in global and cross-functional teams is a plus
  • Innovative mindset with a continuous improvement approach
  • Strong collaboration skills and client-first mindset
  • Commitment to diversity, inclusion, and driving positive change
#TM2

About the Company

T

Tailored Management

CONNECTING TOP TALENT WITH TOP-TIER OPPORTUNITIES

Tailored Management is a global staffing firm that specializes in partnering with large organizations that run their contingent labor program in a VMS/MSP environment. We have the unique capacity to support programs across all scopes and geographic locations from a single headquarters, successfully elevating program performance across the board and minimizing costs, miscommunication and delivery times. But what do we really do? We bring together the best talent with the greatest opportunities.

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1968
WEBSITE
https://www.tailoredmanagement.com/