At a Glance
- Tasks: Manage client relationships and provide operational support in a fast-paced environment.
- Company: Clear Street is revolutionizing the brokerage ecosystem with innovative, cloud-native solutions.
- Benefits: Enjoy competitive pay, equity options, and comprehensive health benefits while working in a collaborative culture.
- Why this job: Shape the future of client service in a growing team and enhance client experiences through innovation.
- Qualifications: 5+ years in client service, preferably in prime brokerage; strong communication and project management skills required.
- Other info: Join a diverse team committed to collaboration and continuous improvement in a modern workplace.
The predicted salary is between 43200 - 72000 £ per year.
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.
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Associate Director, Prime Brokerage Client Service employer: Clear Street
Contact Detail:
Clear Street Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director, Prime Brokerage Client Service
✨Tip Number 1
Familiarize yourself with the latest trends in prime brokerage and capital markets. Understanding the current landscape will help you engage in meaningful conversations during interviews and demonstrate your knowledge of the industry.
✨Tip Number 2
Network with professionals in the finance and brokerage sectors. Attend industry events or webinars to connect with potential colleagues and learn more about Clear Street's culture and values.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved client satisfaction or operational efficiency in previous roles. Clear Street values innovative solutions, so showcasing your problem-solving skills will set you apart.
✨Tip Number 4
Research Clear Street’s proprietary platform and its features. Being knowledgeable about their technology will not only impress your interviewers but also show your genuine interest in the role and the company.
We think you need these skills to ace Associate Director, Prime Brokerage Client Service
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Associate Director position. Tailor your application to highlight relevant experience in client service and operational support.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in prime brokerage or related fields. Provide specific examples of how you've managed client relationships and resolved complex issues.
Showcase Communication Skills: Since excellent communication is crucial for this role, ensure that your application reflects your ability to communicate effectively both in writing and verbally. Use clear and concise language throughout your documents.
Demonstrate Client Focus: Illustrate your client-focused approach by including examples of how you've enhanced client satisfaction in previous roles. Mention any metrics or feedback that demonstrate your success in building strong client relationships.
How to prepare for a job interview at Clear Street
✨Understand the Brokerage Ecosystem
Familiarize yourself with the modern brokerage landscape, especially focusing on prime brokerage services. Be prepared to discuss how Clear Street's cloud-native platform differs from traditional systems and how it enhances client experience.
✨Showcase Your Client Service Experience
Highlight your previous roles in client service, particularly within a broker-dealer environment. Provide specific examples of how you've managed client relationships and resolved complex issues, demonstrating your ability to take ownership and drive solutions.
✨Demonstrate Knowledge of Financial Products
Be ready to discuss your understanding of Cash Equity, Fixed Income PB products, and other relevant financial instruments like Swap/Synthetic PB and Stock Lending. This knowledge will show your preparedness for the role and your ability to engage with clients effectively.
✨Emphasize Collaboration and Communication Skills
Since this role involves working closely with cross-functional teams, illustrate your collaboration skills. Share examples of how you've successfully partnered with different departments to achieve common goals, and highlight your communication style that adapts to various stakeholders.