Prime Brokerage Client Service Representative Senior Associate
Prime Brokerage Client Service Representative Senior Associate
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Job Description
Are you an emotionally intelligent team player passionate about client service Then you have found the right team!
As a Prime Brokerage Client Service Representative Senior Associate in Prime Financial Services Team you will own operational client experience for our cash equity and repo financing prime clients. You will partner with clients to design efficient operational models from trade capture to settlement provide toptier operational risk management leverage data to present trends and influence behaviors and design solutions using digital automation platforms like Alteryx. Your role is crucial in ensuring our clients receive exceptional service and support making us their preferred choice in the industry.
Job Responsibilities
- Ensures trades are captured and settled in an accurate timely and efficient manner.
- Manages proactively failing settlements to minimize risk and penalty charges.
- Partners with clients and internal teams to ensure that cash and positions are reconciled accurately.
- Builds trusting credible client relationships through responsive high quality client service. This includes responding to daily queries chairing action driven meetings and having difficult conversations when necessary.
- Monitors themes using our data analytics platforms and use a data driven approach to influencing client and broker behavior.
Required Qualifications Capabilities and Skills
- Ability to act and communicate with humility empathy and kindness.
- Proven track record of being a subject matter expert (any product or workflow) in a previous role.
- Ability to articulate complex concepts in a simple digestible way to varied audiences.
- A very disciplined attitude to operational risk management. Takes pride in doing the simple things consistently well.
- Ability to work with large data sets to pull trends and provide meaningful feedback to influence client behavior.
- Ability to bring multiple groups together to solve a problem and hold people accountable for their actions.
Preferred Qualifications Capabilities and Skills
- Familiarity with the settlement and mechanics of cash equities bonds and repos.
- Ability to independently automate manual processes using digital automation tools such as Alteryx
- A naturally curious thinker with a hunger to learn and teach others.
- An optimistic approach to problem solving. Views problems as opportunities and not roadblocks.
Required Experience:
Senior IC
Employment Type
Full-Time
