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Client Support
| Company | Clear Street |
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| Location | Tampa, FL, USA |
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| Salary | $150000 – $170000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior |
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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
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 cover
Preferred Qualifications
No preferred qualifications provided.
