Futures Client Solutions & Onboarding Rep

Chicago Financial Search, Inc.
Chicago, IL

Futures Client Solutions & Onboarding Rep

Chicago – Onsite

About The Role:

As part of our Americas Client Solutions team, where you'll drive client success through proactive support, strong relationship management, and sharp analytics-building strategic partnerships and streamlining operations.

What You'll Do:

  • Operate in a cross-functional, collaborative environment to support account management.
  • Build strong relationships with internal teams and clients, ensuring a seamless onboarding process and client journey.
  • Address trade, commission, fee, and brokerage discrepancies with technical expertise and root cause analysis.
  • Act as the primary point of contact for client requests and escalations.
  • Partner with stakeholders to drive process improvements and implement effective controls.

What We're Looking For:

  • 3+ years of experience in client onboarding roles.
  • Strong knowledge of Futures, Options, and major exchanges.
  • Solid understanding of the clearing process.
  • Advanced Excel skills, including formulas and data analysis.
  • Experience onboarding institutional accounts and managing related projects.
  • Proven ability to build relationships and influence stakeholders.
  • Highly organized, detail-oriented, with excellent communication skills.
  • Committed to the highest standards of personal and professional integrity.

OOJ-1447 G

Posted 2026-01-23

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