Prime Brokerage Client Ops Representative Prime Brokerage Client Ops Representative …

Credit Suisse
in Raleigh, NC, United States
Permanent, Full time
Last application, 05 Mar 21
Credit Suisse
in Raleigh, NC, United States
Permanent, Full time
Last application, 05 Mar 21
Credit Suisse
Prime Brokerage Client Ops Representative
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities. We are Credit Suisse.

We Offer
We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our cultural values
The Prime Brokerage Client Ops - Settlements & Trade Capture Services Representative provides an operational point of entry for Prime clients trading across the Equities, Options and Fixed income instruments including Repos on a global scale. This requires ownership of various tasks to optimize the client experience, reduce breakage and recommendation of efficiency improvements. Heavy daily client interaction with opportunity for client visits, training and operational lift/strategy analysis with Prime Services
  • Provide day to day direct client coverage for all Prime Brokerage clients; support Client Service Representatives with all Trade management and Settlements related needs
  • Process client trades and trade files on ad -hoc basis, Monitor the Trade Alert Manager (TAM) queue investigating any trades that have been captured. Investigate and resolve trade issues, liaise with the client if necessary
  • Provide a single point of contact for all Prime Brokerage clients and business unit for all of their Trade management and Settlements related needs
  • Deliver on team objectives as identified that include but not limited to:
  • Commercial Opportunities
  • Internal Efficiencies
  • External Efficiencies
  • Risk & Controls
  • People / Conduct & Ethics Standards
  • Involvement in business initiatives, requirements gathering and user acceptance testing
  • Ability to work across business on behalf of client relationship

You Offer
  • Subject matter expertise in trade flow and securities settlement within Prime Brokerage
  • Able to work in fast paced environment and within timeframes
  • Strong communication skills across all levels of our and our client's organization globally is essential!
  • Grows positive relationships with clients and colleagues
  • Hardworking with the ability to learn and be result oriented
  • Change and process improvement focused
  • Takes a strategic approach in decision making and problem solving
Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. Credit Suisse complies with applicable federal, state, and local laws prohibiting discrimination in employment in every jurisdiction in which it maintains facilities. Subject to applicable law and regulatory requirements, Credit Suisse complies with state and local laws regarding considering for employment qualified individuals with criminal histories.
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