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Client Service Representative - Prime Brokerage

New York, NY

About Clear Street:

Clear Street is building modern infrastructure for capital markets. Founded in 2018 by top Wall Street and Silicon Valley veterans, Clear Street is an independent, non-bank prime broker designed to solve the industry’s most neglected problem: legacy technology.

We have built a proprietary, cloud-native clearing and custody system from the ground floor to replace the outdated infrastructure used across capital markets. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients. 

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

 

The Role:

As a Client Service Representative (CSR) you will serve as the primary point of contact for our Prime Brokerage Clients. CSR’s will leverage all departments of the firm to deliver white glove service to our clients to meet all their needs.

 

Responsibilities:

  • Relationship management including client visits.  
  • Liaise with other areas of the firm such as sales, legal, compliance, middle office, client onboarding, operations, margin/risk, stock loan and execution desks to solve client queries.
  • Understand Clear Street technology/reporting, train clients on these offerings 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 and updates with the clients they cover.

 

Requirements  

  • At least five (5) years of professional experience in the Prime Brokerage space.  Client Service experience supporting the Prime Brokerage business is highly preferred, however, Middle Office or other client facing operations roles would be considered.  
  • Bachelors Degree in Finance, Economics or similar discipline.
  • At least three (3) of experience with financial instruments such as equities, fixed income, listed options etc...
  • Team Player
  • Ability to multi-task
  • 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 Microsoft Office, particularly Excel 

 

The Base Salary Range for this role is $125,000 to $175,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity.

At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer. #LI-Hybrid

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