What are the responsibilities and job description for the Client Services Representative position at TP ICAP?
Group Overview
The TP ICAP Group is a world leading provider of market infrastructure.
Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions.
Through our people and technology, we connect clients to superior liquidity and data solutions.
The Group is home to a stable of premium brands. Collectively, TP ICAP is the largest interdealer broker in the world by revenue, the number one Energy & Commodities broker in the world, the world’s leading provider of OTC data, and an award winning all-to-all trading platform.
Founded in London in 1866, the Group operates from more than 60 offices in 27 countries. We are 5,200 people strong. We work as one to achieve our vision of being the world’s most trusted, innovative, liquidity and data solutions specialist.
About Liquidnet
Liquidnet is a next-generation agency execution specialist. Powered by technology that helps drive institutional alpha, our trading and liquidity network intelligently and securely connects the world’s investors with the world’s investments.
About Our New Venture
TP ICAP is bringing together Neptune’s extensive proprietary data network with Liquidnet’s electronic credit trading platform, creating a unique, full service, global Dealer-to-Client (“D2C”) credit business. Our new company will a next‑generation institutional trading platform designed to set the standard for trusted execution in fixed income.
We combine:
Role Overview
The Client Services Analyst sits at the center of the NewCo client experience, serving as the primary operational interface for institutional clients, sales teams, and internal stakeholders.
This role owns the end‑to‑end handling of client inquiries and operational requests — from initial triage through resolution or escalation — ensuring strong governance, clear documentation, and a consistently high‑quality client experience. While not an engineering role, it requires deep platform understanding, sound judgment, and close coordination across Sales, Product, Operations, and Compliance.
Role Responsibilities
Client Support & Service Delivery
Experience / Competences
$75,000-$80,000
Not The Perfect Fit?
Concerned that you may not meet the criteria precisely? At TP ICAP, we wholeheartedly believe in fostering inclusivity and cultivating a work environment where everyone can flourish, regardless of your personal or professional background. If you are enthusiastic about this role but find that your experience doesn't align perfectly with every aspect of the job description, we strongly encourage you to apply. You may be the ideal candidate for this position or another opportunity within our organisation. Our dedicated Talent Acquisition team is here to assist you in recognising how your unique skills and abilities can be a valuable contribution. Don't hesitate to take the leap and explore the possibilities. Your potential is what truly matters to us.
Company Statement
We know that the best innovation happens when diverse people with different perspectives and skills work together in an inclusive atmosphere. That's why we're building a culture where everyone plays a part in making people feel welcome, ready and willing to contribute. TP ICAP Accord - our Employee Network - is a central to this. As well as representing specific groups, TP ICAP Accord helps increase awareness, collaboration, shares best practice, and holds our firm to account for driving continuous cultural improvement.
Location
USA - 200 Vesey Street - New York, NY
The TP ICAP Group is a world leading provider of market infrastructure.
Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions.
Through our people and technology, we connect clients to superior liquidity and data solutions.
The Group is home to a stable of premium brands. Collectively, TP ICAP is the largest interdealer broker in the world by revenue, the number one Energy & Commodities broker in the world, the world’s leading provider of OTC data, and an award winning all-to-all trading platform.
Founded in London in 1866, the Group operates from more than 60 offices in 27 countries. We are 5,200 people strong. We work as one to achieve our vision of being the world’s most trusted, innovative, liquidity and data solutions specialist.
About Liquidnet
Liquidnet is a next-generation agency execution specialist. Powered by technology that helps drive institutional alpha, our trading and liquidity network intelligently and securely connects the world’s investors with the world’s investments.
About Our New Venture
TP ICAP is bringing together Neptune’s extensive proprietary data network with Liquidnet’s electronic credit trading platform, creating a unique, full service, global Dealer-to-Client (“D2C”) credit business. Our new company will a next‑generation institutional trading platform designed to set the standard for trusted execution in fixed income.
We combine:
- Neptune — the market’s most credible dealer‑sourced pre‑trade data set, with 34 tier‑one banks contributing real axes and inventory, and
- Liquidnet — a proven institutional execution venue with over 740 buy‑side firms connected globally.
Role Overview
The Client Services Analyst sits at the center of the NewCo client experience, serving as the primary operational interface for institutional clients, sales teams, and internal stakeholders.
This role owns the end‑to‑end handling of client inquiries and operational requests — from initial triage through resolution or escalation — ensuring strong governance, clear documentation, and a consistently high‑quality client experience. While not an engineering role, it requires deep platform understanding, sound judgment, and close coordination across Sales, Product, Operations, and Compliance.
Role Responsibilities
Client Support & Service Delivery
- Deliver timely, accurate, and high‑quality support across all client service channels.
- Ensure a consistent service experience across regions and time zones.
- Build strong platform fluency to confidently support, guide, and educate users.
- Help clients optimise their workflows and usage of NewCo’s tools and protocols.
- Maintain clear ownership and accountability for all client requests through resolution.
- Monitor trade progression and escalate technical or operational issues as required.
- Partner closely with Sales, Product, Operations, and Compliance to resolve complex client issues.
- Participate in readiness checks for platform releases, enhancements, and maintenance.
- Validate new functionality from a client‑usage perspective and identify workflow impacts.
- Deliver UAT demonstrations and training for sales teams and clients.
- Capture structured client feedback and contribute insights to product roadmap discussions.
- Support the onboarding of new clients and traders in partnership with internal teams.
- Coordinate connectivity setup, dealer feeds, and data entitlements.
- Ensure permissions, configurations, and access frameworks align with client requirements and internal controls.
- Act as a point of continuity between onboarding, day to day usage, and ongoing client support.
- Maintain accurate client records and operational documentation.
- Contribute to KPI tracking and identify trends to improve service delivery and processes.
- Use data and analytics tools to surface notable client activity and support proactive engagement.
- Create and maintain support materials, process documentation, and operational runbooks.
Experience / Competences
- 1–3 years’ experience in client services, operations, trading support, or financial services.
- Demonstrated ability to exercise sound judgment and work independently in managing client relationships and operational priorities
- Must possess an aptitude for technology and be comfortable using multiple systems
- A strong interest in fixed income markets and institutional trading.
- Excellent communication skills and a collaborative mindset.
- Analytical thinking and sound problem‑solving abilities.
- The ability to stay organized and composed in a fast‑moving environment.
- Comfort with Microsoft Office (especially Excel); experience with Salesforce, Bloomberg, or market data tools is a plus.
$75,000-$80,000
Not The Perfect Fit?
Concerned that you may not meet the criteria precisely? At TP ICAP, we wholeheartedly believe in fostering inclusivity and cultivating a work environment where everyone can flourish, regardless of your personal or professional background. If you are enthusiastic about this role but find that your experience doesn't align perfectly with every aspect of the job description, we strongly encourage you to apply. You may be the ideal candidate for this position or another opportunity within our organisation. Our dedicated Talent Acquisition team is here to assist you in recognising how your unique skills and abilities can be a valuable contribution. Don't hesitate to take the leap and explore the possibilities. Your potential is what truly matters to us.
Company Statement
We know that the best innovation happens when diverse people with different perspectives and skills work together in an inclusive atmosphere. That's why we're building a culture where everyone plays a part in making people feel welcome, ready and willing to contribute. TP ICAP Accord - our Employee Network - is a central to this. As well as representing specific groups, TP ICAP Accord helps increase awareness, collaboration, shares best practice, and holds our firm to account for driving continuous cultural improvement.
Location
USA - 200 Vesey Street - New York, NY
Salary : $75,000 - $80,000