Client Service, Prime Brokerage

Job Description

Clear Street is seeking a Client Service Representative (CSR) to serve as the primary point of contact for its Prime Brokerage Clients. The CSR will leverage all departments of the firm to deliver white-glove service and meet client needs.

The role involves relationship management, liaising with various departments, understanding and training clients on Clear Street technology, ensuring clients understand margin reports, and working with technology teams to provide feedback. The CSR will also communicate internally about important client issues.

Responsibilities:

• Relationship management including client visits
• Liaise with other areas of the firm such as sales, legal, compliance, middle office, operations, margin/risk, stock loan and execution desks to solve client queries
• Understand Clear Street technology/reporting, train clients on them and any new technology that is rolled out
• Ensure clients understand their margin reports/requirements and that all margin calls are met in a timely manner
• CSR’s are a part of the transition/integration phase of the onboarding process to ensure a smooth go-live
• Work closely with technology teams to give feedback as we continue to grow our Prime Brokerage footprint in terms of products, markets and the services we provide
• As the day-to-day contact of our clients, we know best what is going on with them. It is important to communicate internally to relevant teams, such as sales, management, of any important issues with the clients they cove

Requirements:

• Preferably 5-7 years in the Prime Broker space. This could be Client Service, Middle Office, or an operations role supporting the Prime Brokerage business.
• Team Player
• Ability to multi-task
• Experience with some financial instruments, ie equities, fixed income, Listed Options etc.
• Ability to communicate all types of messages with clients
• Self-Starter and someone who can take initiative to take on items that come up
• Proficiency in excel a plus

Clear Street Offers:

• The opportunity to join a small and growing team of good people, where you can make a difference
• A meritocratic philosophy that champions collaboration
• Room to innovate, solve complex business problems, and build new products
• Competitive compensation, benefits, and perks
• Company equity
• 401k matching
• Gender neutral parental leave
• Full medical, dental and vision insurance
• Lunch stipends
• Fully stocked kitchens
• Happy hours