Client Relationship Manager - Clearing & Custody
RQD Clearing
RQD* is a next-generation correspondent clearing firm built to support the most innovative FinTechs, Retail and Institutional Broker-Dealers, RIAs, and Foreign Brokers. We combine state-of-the-art technology with deep industry expertise to deliver seamless clearing and custody solutions in today’s rapidly evolving financial landscape.
Headquartered in New York, RQD* is rapidly growing to meet the needs of the financial service industry by empowering its clients with a 100% cloud-based back office system creating efficiencies and scale outside the traditional back office services.
If you are looking to join a fast-growing organization with a culture of growth and entrepreneurial spirit we would love for you to join our team.
About the Role
RQD* is looking for a Client Relationship Manager to join our team. In this role, you’ll serve as the primary liaison for our clients, ensuring their needs are understood, their issues resolved, and their experience with RQD* is transparent and solutions oriented. You'll work with all members of the organization to ensure that our clients' needs are met with an internal team of people eager to provide solutions and exceed our clients' expectations.
Key Responsibilities
- Develop and maintain high tough relationships and communication with our client base
- Act as a client advocate for small or large critical issues of the client base.
- Interact with all departments to ensure our clients needs can be met .
- Proactively communicate updates, enhancements, and opportunities that align with each client’s goals.
- Regularly meet with clients to strengthen relationships and provide strategic guidance.
- Prepare and lead impactful client meetings, ensuring alignment on objectives and next steps.
- Track and manage client requests, ensuring timely resolution and clear status updates.
- Maintain KPI’s regarding the clients business
- Negotiate contractually with clients to maintain the business.
- Continuously build knowledge of market trends, client business models, and the broader clearing ecosystem.
- Represent RQD* to all levels of the client from entry level to executive level discussions.
Qualifications
- 5+ years of relevant experience in relationship management or related experience
- Deep understanding of clearing and custody industry and the technology
- Bachelors degree
- FINRA Series 7 license required (or must be obtained within 90 days of employment).
- Exceptional organizational, communication, and problem-solving skills.
- Proven ability to manage multiple high-profile client relationships in a fast-paced environment.
Work Environment
This position follows a remote location with preference to travel to visit clients in Chicago and New York.
Salary Range Posted is Annual Base Only
RQD* Clearing is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.