Liaison, Advanced Clearing and Prime Services

GitMax
Los Angeles
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Organization","Project management","Attention to detail","Professionalism"]

Liaison role in the Advanced Clearing and Prime Services division, serving as the primary relationship manager for broker-dealer clients, overseeing onboarding, training, and cross-functional coordination to ensure compliant, timely service and strong client satisfaction.

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GitMax
GitMax
3 months ago

Liaison, Advanced Clearing and Prime Services

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Liaison role in the Advanced Clearing and Prime Services division, serving as the primary relationship manager for broker-dealer clients, overseeing onboarding, training, and cross-functional coordination to ensure compliant, timely service and strong client satisfaction.
Location: Los Angeles
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Serve as the primary relationship manager for assigned broker-dealer clients
  • •Coordinate the onboarding of new clients/accounts, ensuring complete documentation and system configuration
  • •Guide clients through compliance, login credentials, and platform access
  • •Deliver onboarding training and ongoing platform support
  • •Act as a communication hub—draft memos, letters, and internal reports to clarify processes and updates

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid LeavePaid SickPaid HolidaysParental LeaveDonation MatchWellness Stipend

Key Requirements

  • •Bachelor’s degree or equivalent professional experience
  • •Minimum 2+ years in a brokerage, trading desk, or financial services support role
  • •Series 7 license preferred (or willingness to obtain)
  • •Strong organizational and project management skills
  • •Excellent communication skills (written and verbal) and high level of professionalism, discretion, and attention to detail
Experience:2+ yearsFinanceBrokerageCapital markets
Education:Bachelor's
Skills:CommunicationOrganizationProject managementAttention to detailProfessionalism
Licenses:Series 7
Certifications:Series 7 (preferred)
Languages:English
Tech Stack:MS OfficeExcelWordPowerPointFIX protocol

Company Brief

GitMax
Offers Git-based code hosting and developer collaboration tools, including repository management, pull request workflows, and CI/CD integrations to streamline software development and team workflows.
Industry: Developer Tools
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