Brokerage Receivables Client Services Manager – Warsaw, Poland (hybrid model)

The Role

We are seeking a Brokerage Receivables Client Services Team Lead/Manager to serve as the primary point of contact for key client accounts, with a specific focus on Over the Counter (OTC) Derivatives. This individual will be responsible for overseeing client billing requirements, ensuring timely collection of brokerage and the allocation of cash, and building trusted client relationships through proactive service and effective issue resolution.

Job location

Warsaw, Poland (hybrid model)

Key Responsibilities

• Act as the main point of contact for assigned client accounts across all OTC traded products.
• Manage a team of approximately 15 Client Service Managers.
• Be accountable for various key performance indicators assigned to the brokerage receivable process.
• Oversee daily trade reconciliations to ensure accuracy for billing and collection.
• Lead and coordinate regular client calls to address queries, review reconciliations, and strengthen relationships.
• Oversee the processing of incoming payments promptly and ensure accurate allocation.
• Ensure the brokerage receivable team respond to client inquiries regarding trade capture and billing within agreed service levels.
• Oversee trade amendments and coordinate with clients and internal teams to ensure accuracy.
• Prepare, validate, and distribute periodic billing statements in line with deadlines.
• Provide tailored client reporting (e.g., spreadsheets, ad-hoc billing) to support reconciliation and timely settlement.
• Monitor outstanding receivables and manage debt collection activities in line with internal expectations and key performance indicators.
• Maintain centralized documentation of service level agreements, client visits, and call records.
• Prepare reports and insights to support client meetings for senior management and front-office teams.
• Build and maintain secondary-level relationships with clients to support business continuity.
• Collaborate with Middle Office, Allocations, and Static Data teams to ensure accuracy and consistency of client information.
• Ensure compliance with internal policies, including escalation procedures for overdue accounts.
• Represent client services in system testing, enhancements, and process improvement initiatives.

Skills & Experience Required

• Proven experience in client services, billing, or operations within financial services (derivatives experience preferred).
• Proven experience in managing a large team.
• Strong understanding of brokerage receivables, reconciliations, and billing processes.
• Familiarity with global brokerage receivable systems is highly desirable.
• Excellent analytical and reconciliation skills with meticulous attention to detail.
• Strong organizational and prioritization abilities in a high-pressure environment.
• Proficiency in Microsoft Office, especially Excel.
• Prior experience managing client queries and debt collection in a trading or brokerage environment is advantageous.

Personal Attributes

• Exceptional communication and interpersonal skills.
• Confident in managing and strengthening client relationships.
• Highly organized, proactive, and adaptable to changing priorities.
• Detail-oriented with strong problem-solving skills.
• Collaborative team player with a client-first mindset.
• Fluency in English; Polish language skills are an advantage.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Financial Services, Banking, and Investment Banking