Account Specialist

21 Minutes ago • All levels
Account Management

Job Description

The Account Specialist in Global Account Management provides first level support to CME Group’s customers, vendors and the Global Account Management team. This role involves working with internal cross-functional teams and clients to achieve business, technology, and operations objectives. Key responsibilities include providing first-level support for Globex and market data inquiries, assisting the Global Account Management team with requests, identifying enhancement opportunities, troubleshooting, and managing customer onboarding and account maintenance for various CME Group tools.
Must Have:
  • Provide 1st level support for all Globex and market data inquiries.
  • Support the Global Account Mgmt team in processing any Globex or market data requests.
  • Identify enhancement requests and assist with troubleshooting, testing and training for CME Group’s internal and client-facing tools.
  • Liaise with finance and accounting to help solve any customer invoice disputes.
  • Manage customer onboarding and account maintenance for CME Group’s market data, access administration, risk management and certification tools.
  • Support the implementation and expansion of Service Cloud and related workflow management tools.
  • Develop operational processes and internal documentation related to the Global Account Management team’s Globex and Data Account Management responsibilities.
  • Review operational responsibilities to analyze and provide suggestions to management on ways to leverage approved Ai tools and increase operational efficiencies related to customer onboarding and account management.
  • Assist in ad-hoc projects, data analysis and data cleanup.
  • Proficient in Google Workspace/Microsoft Office applications.
  • Customer Relationship Management application experience, preferable Salesforce and Service Cloud.
  • Experience within the financial services industry or in a client service or account management role.
  • Ability to perform with quality and attention to detail.
  • Highly responsive and client-orientated with strong commitment to client service.

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The Account Specialist in Global Account Management provides first level support to CME Group’s customers, vendors and the Global Account Management team. In this role the Specialist works regularly with internal cross-functional teams and clients to deliver on business, technology and operations-related objectives.

Principal Accountabilities:

  • Provide 1st level support for all Globex and market data inquiries.
  • Support the Global Account Mgmt team in processing any Globex or market data requests.
  • Identify enhancement requests and assist with troubleshooting, testing and training for CME Group’s internal and client-facing tools.
  • Liaise with finance and accounting to help solve any customer invoice disputes.
  • Manage customer onboarding and account maintenance for CME Group’s market data, access administration, risk management and certification tools.
  • Support the implementation and expansion of Service Cloud and related workflow management tools.
  • Develop operational processes and internal documentation related to the Global Account Management team’s Globex and Data Account Management responsibilities.
  • Review operational responsibilities to analyze and provide suggestions to management on ways to leverage approved Ai tools and increase operational efficiencies related to customer onboarding and account management.
  • Assist in ad-hoc projects, data analysis and data cleanup.

Skills & Software Requirements:

  • Proficient in Google Workspace/Microsoft Office applications: Docs/Word, Sheets/Excel, Slides/Powerpoint.
  • Customer Relationship Management application experience, preferable Salesforce and Service Cloud.
  • Experience within the financial services industry or in a client service or account management role.
  • Ability to perform with quality and attention to detail.
  • Highly responsive and client-orientated with strong commitment to client service.

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