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Client Partner Support

Auburn Hills, Michigan

About Clear Street:

Clear Street is modernizing 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. 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:

Clear Street’s Active division provides broker-dealer services to active traders, professional traders and proprietary trading groups.  We are seeking a detail-oriented and client-focused individual to join our Client Support team. This role is responsible for managing the client onboarding process, handling client fund movements, responding to operational inquiries from clients and internal team members, and providing phone support for account-related inquiries. The ideal candidate will have excellent communication skills, a strong understanding of financial operations, and the ability to work efficiently in a fast-paced environment.

 

Responsibilities:

  • Client Onboarding: Guide new clients through the onboarding process, ensuring all required documentation and compliance requirements are met.
  • Fund Movement: Process client fund transfers, deposits, and withdrawals while ensuring accuracy and adherence to internal policies.
  • Operational Support: Respond to client and internal team inquiries regarding account operations, transactions, and procedural questions.
  • Phone Support: Handle incoming phone calls from clients regarding account-related inquiries, providing clear and professional assistance.
  • Collaboration: Work closely with internal departments such as compliance, engineering, and trade operations to resolve client issues efficiently.
  • Process Improvement: Identify areas for operational enhancements and contribute to refining workflows and procedures.

 

Qualifications & Skills:

  • Bachelors Degree in Finance or related field of study
  • Preferred experience is at least one (1) year of experience working in an operations role for a financial services company.
  • You have knowledge of the regulatory requirements with respect to customer onboarding Broker Dealer customers; anti-money laundering (AML) and know your customer (KYC) experience is preferred 
  • You have a proven track record of building solid, long-standing relationships with your internal partners and clients.
  • You are highly collaborative and confident interacting with a variety of personality types and levels in the organization, operating autonomously when required and as a team player when working on strategic initiatives, project demands occur or workload increases.
  • Experience in client services, financial operations, or a related field preferred.
  • Strong understanding of account management, fund movements, and financial regulations is a plus.
  • Excellent communication and problem-solving skills.
  • Ability to multitask and prioritize tasks in a high-volume environment.
  • Proficiency with Google Suite or Microsoft Office to create presentations and documents.
  • Proficiency in financial systems and CRM platforms is an advantage.
  • Strong attention to detail and organizational skills.
  • Well organized and client focused.
  • Ability to manage complex projects and work with a cross-functional team

 

We Offer:

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. 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.

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