Client Service Associate

Job Overview

About the Role:

The team:

The Client Services Associate provides primary-level problem resolution & customer service to  current & potential clients and is the primary owner of selected accounts. They lead on-boarding of new clients, work to engage customers on new initiatives, & build & maintain those relationships & provide daily support. He/ She handles operational & customer-related issues, delivering resolutions, function as the primary lead for internal projects, & recommend updates to current operational processes & procedures.

Responsibilities and Impact:

• Demonstrate the ability to solve problems across all asset classes/initiatives and mastery of internal operational processes, Data interpretation and optimization, review and management of exceptions in a timely manner. Demonstrate ability to teach/help colleagues with questions and issues regarding internal operational processes (Internal escalation points for Analysts). Conduct reviews/checks of Analysts work to ensure progress and quality control. Be able to work independently to support customers for at least one service (Core/TM/triCalc/IMEM).

• Provide excellent customer service across all asset classes and initiatives. Develop strong relationships with customers, provide clear/professional responses to client queries, assist with & lead customer calls and/or in-person visits. Accountable for the health/success of all non-dealers, non-asset servicers, non-hedge funds

•  Support effort to develop innovative enhancements that improve our team and our customers’ experience. Document firm enhancement requests and help prioritize them. Suggest ideas to improve the customer experience and improve internal processes.

• Provide support to CD&S and BLM teams on new initiatives during market adoption.

• Create development tickets associated with new products and services, reflecting known requirements.

• Engage with clients to validate functionality requirements and get feedback before the requirements are finalized to avoid any delays in product rollout

What we’re looking for:

Fundamental requirement:

•  Product experience with OTC and Exchange Traded derivatives as well as the market they are traded in

• Knowledge of where our organization fits in the industry

• Knowledge of front, middle and back-office operations and systems

The location: New York, USA

Right to work requirements: 

This role is limited to persons with indefinite right to work in the United States.

Compensation/benefits information: 

The anticipated base salary range for this position is 80,000 to $95,000. Final base salary for this role will be based on the individual’s geographic location, experience level, skill set, training, licenses and certifications. 

Our Benefits: Global vision, local impact

At OSTTRA, our benefits philosophy offers a market-competitive package that reflects our position as an industry leader. We want to ensure you feel valued, secure, and empowered wherever you are in the world.

Our approach is built on three core pillars:

• Global foundations: We provide a baseline of excellence across all our offices, focusing on comprehensive Health & Wellness, Financial Security, and Work-Life Balance. No matter your location, you are part of a culture that prioritizes your holistic well-being.

• Locally tailored: We benchmark in each market to ensure our packages are genuinely competitive where you live and work.

• Flexibility and growth: We empower you to work in a way that suits your life. This includes a hybrid working model, generous leave policies, and a commitment to your continuous professional development.

The Trust employee ownership plan

Every employee at OSTTRA is an owner, and a member of The Trust, our employee ownership programme. Our distinct culture encourages colleagues to think and act like owners and raise the bar constantly. 

This plan reflects our belief that when we work together to build a stronger, more valuable organisation, then all colleagues should benefit from the value we create. 

About OSTTRA
We build and operate the infrastructure that the world’s post-trade financial system runs on. Launched in 2021, we have unified more than 20 years of heritage and expertise from four industry leaders into a single, integrated business.

Today,we operate a trusted network that connects thousands of market participants to streamline end-to-end workflows, from trade capture through portfolio optimisation.We translate industry change into workable process, engineering an open, intelligent ecosystem that removes friction and reduces risk for the global markets.

Our distinct ownership culture is underpinned by four behaviours: boldness, curiosity, accountability, and collaboration. In 2025 we were acquired by KKR, one of the world’s most successful private equity firms, and are on a journey of growth and impact. 

Joining our team now is a unique opportunity - you will help to shape the next generation of post-trade, transform shared infrastructure into shared benefit, and accelerate your own career. Learn more at www.osttra.com.

Equal opportunity employer statement at OSTTRA:

We are committed to fostering a connected and engaged workplace where all colleagues have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasise fairness, transparency, and merit, ensuring that we attract and retain the best talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive and operate the infrastructure that the world’s post-trade financial system runs on.