Prime Brokerage Client Service Representative, AVP

Citi

. The successful candidate will be the main point of contact for all operational queries for that hedge fund client base.

Posted 5/19/2026full-timeTampa • Florida • 🇺🇸 United StatesLead💰 $79,120 - $118,680 per yearWebsite

About the role

Key responsibilities & impact

The successful candidate will be the main point of contact for all operational queries for that hedge fund client base.
Responsible for providing high service level operational client support for high focus Prime Brokerage clients as well as supporting the team manager in project work and ad-hoc requests assigned to the team.
The primary role will incorporate all aspects of Equity and Fixed Income Prime Brokerage operational client service – covering trade handling, free cash movements, fails management and client account queries.

Requirements

What you’ll need

BS/BA degree or equivalent work experience preferred.
Energetic, flexible, collaborative and proactive; a leader who can positively and productively add product impact to both strategic and tactical technology.
Strong, influential communicator who is articulate and concise.
Strong risk management and control mindset.
Provides evaluative judgement based on analysis of factual information in complicated, unique and dynamic situations; draws on diverse range of internal and external sources.
Self reliant, good problem solver, results orientated.
Ability to establish and build trust with professionals throughout the business.
Client Service experience essential, preferably within Prime Brokerage.
Solid understanding of life-cycle of trade processing for significant product type (Equity / Fixed Income / Derivatives).
Includes trade capture, settlements and reconciliations for the Equity and Fixed Income Prime Brokerage area.
Experience and understanding of cash payments, reconciliations and corporate actions preferable.

Benefits

Comp & perks

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

trade handlingfree cash movementsfails managementclient account queriestrade processingtrade capturesettlementsreconciliationscash paymentscorporate actions

Soft Skills

energeticflexiblecollaborativeproactivestrong communicatorinfluentialproblem solverresults orientedtrust buildingevaluative judgement

Certifications

BS/BA degree