Associate Director, Prime Brokerage Client Service

About Clear Street:

Clear Street is modernising the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimising risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency.

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

The Role:

You will sit within the operations team and will be responsible for managing the day-to-day client relationships you will provide a high level of operational client support, as well as supporting other business lines with their daily trade support functions. You will also be involved in project work and ad-hoc requests assigned to the team. The successful candidate will be the main point of contact for all operational queries across a broad spectrum of strategies and products.   

This is a role which will cover with large volumes and quick turnarounds with an increasing focus on providing innovative value add services to increase the client experience, potential business revenue whilst reducing Manual Touchpoints and driving operational efficiency through automation.

The Team:

Clear Street’s mission is to become a single-source platform that serves a variety of investor types across multiple asset classes on a global scale. The Clear Street U.K. team is bringing Clear Street’s established equities, options, and fixed-income prime brokerage business to a new market. Given that this team is relatively new, you’ll have the opportunity to shape and build the European client service team.  

Responsibilities:

• Acts as a liaison between the client and internal partners across the business, including the operations and technology teams to help resolve issues.
• Contribute to business requirements documents.
• Supporting the business with the daily trade support functions 
• Coordinates and delivers quarterly Service and Product Reviews with the team for improvement and plan enhancement
• Participates in in-person client and prospect meetings
• Executes business strategy by staying up to date on market conditions, handling escalated calls, resolving complex client issues, and analysing data to address risk issues and trends
• Creates and strives to maintain a high level of client satisfaction which is measured by both internal and third-party benchmarks
• Stay abreast of new product developments and industry trends.
• Establishing client relationships, hosting client calls, inquiry response/research, account maintenance and analysing questions, requests, and problems.
• Demonstrated ability to take ownership of client and internal issues and see them through to resolution with minimal supervision.

Skills required:

• At least five (5) years related professional experience in client service within a broker dealer, prime brokerage experience is preferred.
• Demonstrate high-level knowledge and understanding of the Cash Equity and Fixed Income PB products. knowledge of other products such as Swap/Synthetic PB and Stock Lending.
• Client Focus, Relationship Building and Business Acumen
• Trade support experience 
• Excellent communicator (both orally and written)
• Well organized and client focused
• Exceptional follow-up and follow through skills
• Ability to adapt their style to that of the client
• Aptitude to learn a complex system platform
• Collaboration – can partner and establish relationships
• Ability to manage complex projects and work with a cross-functional team
• Ability to influence decisions

We Offer:

At Clear Street, we offer competitive compensation packages, company equity, pension, gender neutral parental leave, and full medical and dental 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 a minimum of three days per week.

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.