Client Manager triResolve

About the Role:

Overview

The triResolve Client Services team is the first line of contact for our clients regarding the delivery of the triResolve OTC derivative portfolio reconciliation service. The Client Services rep will provide support to our clients and work closely with the product, business, development and sales teams globally.

Client Services is responsible for the smooth and timely running of the triResolve service. This team works in continuous dialogue with major financial institutions worldwide, as well as other internal departments, regarding features and upcoming events, changes or developments to any aspects of the service (for example, the data specification that subscribers will send or receive, or how the service integrates with other services or utilities in the OTC Derivatives space). Client Services must stay informed of market or client events, activities or changes that potentially affect our service or clients' use of the offering. Client Services also collects input for new and enhanced functionalities and other new service offerings.

Role Summary

triResolve Client Services is responsible for client on-boarding, service delivery, customer success management, as well as workflow, product and productivity improvements. This requires close collaboration with Business Management, Product Management, Development and Sales teams.

Responsibilities

• On-boarding

  • Onboarding of new clients/funds and existing clients to new functionality/workflow

• Customer Service

  • Daily assistance to subscribers on all issues relating to the service (via email, phone and in person)

  • Trade data normalisation / handling

  • Review reconciliation output; investigate and fix differences

  • Ensure structured and effective delivery of service

  • Self-education about current and upcoming market regulations and other significant changes

• Customer Success Management

  • Partnering with the Customer Success team on operational issues to ensure a positive client experience and relationship is fostered and maintained

• Productivity/Workflow Improvements

  • Discuss internal requests for new functionalities to improve the product offering

  • Assist developers and Product Management with requirements and UAT testing as well as being closely involved in the development process

Requirements

• The ability to interpret trade data

• Customer relationship skills

• Ability to think outside the box and challenge existing status quo

• Proficiency in using text editors and advanced spreadsheet functions

• Ability to work in a fast-paced environment

• Ability to multitask

• Good communication skills (verbal and written English)

• Good teamwork skills and being a quick learner

Knowledge & experience:

• Extensive previous experience with triResolve or similar relevant background

• The ability to understand complex process flows and concepts, and to explain these accurately and concisely to clients

• Knowledge of OTC Derivatives and awareness of the OTC Derivative trade processing lifecycle would be beneficial

• Basic understanding of market and credit risk management of OTC Derivatives would be beneficial

About OSTTRA

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. Successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of post-trade experts.

OSTTRA was formed in 2021 through the combination of four businesses that have been central to post-trade evolution: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture owned 50/50 by S&P Global and CME Group.

With an established track record of developing and supporting critical market infrastructure, our 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.

Learn more at:

What's In It For You?

Benefits:

We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include:

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access resources to grow your career and learn new skills.

• Invest in Your Future: Competitive pay, retirement planning, continuing education with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: Benefits for partners and children, including family-focused perks.

• Beyond the Basics: Perks such as retail discounts and referral awards.

For more information on benefits by country, visit: SPG benefits site

Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Electronic submissions only.

If you need an accommodation during the application process due to a disability, please send an email to:

US Candidates Only: The EEO is the Law Poster:

Pay Transparency Nondiscrimination Provision:

Job ID: 316964

Posted On: 2025-09-22

Location: London, United Kingdom