Client Services Engineer

Position Summary

As a Client Services L1, you'll be the first point of contact for internal and external clients using

BGC's electronic trading platforms. This is an entry to mid-level, client-facing role that amalgamates

three disciplines: client relationship support, first-line client functionality and some technical

support, and application data administration. You'll handle day-to-day client queries, provide

platform support, and carry out controlled user access and application data tasks under

supervision, learning the full trade lifecycle from order entry through to clearing and settlement in a

fast-paced, SLA-driven environment. This is first and foremost a client-service role, a genuine desire

to help clients matters more than any particular technical background, and technical skills can be

taught.

Key Responsibilities

Client Relationship & Support

• Act as a first point of contact for trading platform users, delivering

courteous, professional and timely client service by phone, email, MS Teams, Bloomberg or

in person.

• Support the onboarding of new clients and assist with platform adoption, increasing client

awareness of added functionality, features, and available services.

• Provide demonstrations of electronic platforms to end users and encourage clients to

provide liquidity and execute trades on screen.

• Update the CRM with any client visits, feedback, and follow-ups, ensuring accurate records

are maintained.

Functional and Technical Support

• Provide first-line support, resolving issues within SLA and escalating to second- or third-line

teams where required, ensuring full audit trails are maintained in the service desk tool.

• Log and track all issues and queries for audit purposes and manage proactive, clear

communication with clients through to resolution.

• Perform daily system and application health checks, monitoring platform status and trade

flows throughout the day.

• Develop a strong understanding of pre- and post-trade workflows, including market data

publishing, order entry, trade execution, and STP confirmation.

Application Data Support

• Set up and maintain internal and external user access to Front and Middle Office trading

applications across all asset classes, in line with compliance and regulatory processes.

• Action password resets and standard user administration tasks, configuring user IDs,

permissions (tradable or view-only), tiles and sheets across all brands.

• Support SEF client onboarding, customer-side STP mapping and time-sensitive RTNS code

requests, liaising with Reuters and the relevant broking desks.

• Maintain accurate request notes, approvals and audit evidence, performing basic four-eye

checks and data quality validation, and escalating inconsistencies early.

General

• Be alert to Conduct Risk issues, specifically the risk of harm to client interests,

market integrity and/or competition in financial markets.

• Keep up to date with current regulations relevant to the platforms and the client base.
• Contribute to team documentation and knowledge management (Confluence), video guides

(Clipchamp), and use approved AI tools to improve quality, reduce manual effort and

support controlled delivery.

Qualifications

Personal Attributes

• 1 - 3 years in Financial Markets Operations, Client Services or Technical Support.
• Placement year or internship in Investment Banking, FinTech or Electronic Trading is a plus.
• Strong client service and communication skills.
• Proactive, organized and detail-oriented.
• Analytical with a problem-solving mindset.
• Team player who thrives in a fast-paced environment.
• Eager to learn and develop within Financial Markets.

Technical Skills

• Microsoft Office (Excel, Outlook, PowerPoint).
• Interest in financial markets and electronic trading.
• Exposure to Bloomberg, SQL, Python, Linux or FIX Protocol is advantageous but not

essential.

• Willingness to learn new systems and technologies.

Educational Qualifications

• Degree (or equivalent) in Finance, Economics, Mathematics, Software Engineering, or

another relevant STEM discipline.

• Industry qualifications such as CISI or CFA Level I are beneficial but not essential.