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Client Service

Tampa

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. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing 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’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 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, 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 cove

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

 

We Offer:

  • The opportunity to join a small and growing team of good people, where you can make a difference
  • A meritocratic philosophy that champions collaboration
  • Room to innovate, solve complex business problems, and build new products
  • Competitive compensation, benefits, and perks

 

The Base Salary Range for this role is $125,000-150,000. 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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