CareerPlan

Front Office Trading Services, EFC, Officer, Hybrid

Boston, Massachusetts, USFull-time$65k–$114k2026-10-16 → 2026-11-11
Hybrid

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 across Prime Services and Secured Financing products.

Domain

Capital Markets / Financial Services

Required skills

Analytical skills, problem-solving, attention to detail, communication, relationship management, ability to work under pressure

Preferred skills

Experience with secured lending, prime services, or agency lending

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; Liaise with Front Office and Operations to resolve breaks and manage escalations; Monitor trade activity and settlements to identify exceptions and mitigate operational risk; Assist with onboarding activities for new borrower accounts; Respond to client and internal inquiries regarding financing transactions and collateral; Perform reconciliations and data quality reviews; Assist with client and management reporting; Partner with Trading desks to monitor financing inventory and adherence to settlement obligations.

Seniority

Mid-level (2-5 years experience)