CareerPlan

Front Office Trading Services, EFC, Officer, Onsite

Boston, MA, USFull-time$65k–$114k2026-10-26 → 2026-11-09

Core

Provide day-to-day support for Client Management and Sales & Trading teams within Execution, Financing, and Clearing business, acting as the primary liaison for external and internal clients.

Role type

Front Office Trading Services Officer

Builds

Support for financing transactions, post-trade lifecycle events, and new trading initiatives within Prime Services and Secured Financing products

Domain

Capital Markets / Financial Services

Required skills

Analytical skills, problem-solving, attention to detail, communication, relationship management, process monitoring, reconciliation, data quality review

Preferred skills

Financial services industry experience, exposure to secured lending, prime services, or agency lending, familiarity with Microsoft Office applications

Technologies

Microsoft Office (Word, Excel, Access, PowerPoint), CoPilot

Responsibilities

Partner with Client Management and Sales & Trading to support financing transactions and post-trade lifecycle events; Monitor trade activity, settlements, and financing positions to identify exceptions and mitigate operational risk; Perform reconciliations and data quality reviews to ensure accuracy of trade and financing records; Respond to client, broker, and internal inquiries related to financing transactions and collateral discrepancies; Assist with onboarding activities for new borrower accounts; Identify opportunities to streamline workflows and improve operational efficiencies

Seniority

Mid-level (2-5 years experience)