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Client Services Representative
Location – New York, NY

Lightspeed – a division of Lime Brokerage has an opening for a Client Service Representative in the NY, NY office.

Description
The primary role of the Client Services Representative is to ensure Lightspeed provides its clientele with a truly exceptional and personalized customer service experience. The position will require the candidate to gain expertise in multiple aspects of the business including technology, trading, clearing, and compliance. As a representative of our firm, you will need to possess excellent written and oral
communication skills, a friendly and energetic attitude, and the desire to succeed in a fast-paced, dynamic working environment.
Job Responsibilities will include the items outlined below:

 

Essential Job Functions
Respond to both new and existing customer inquiries related to a variety of topics including account opening, trading, customer statements, reports, technology, etc.
Take and submit orders from customers as needed.
Act as a liaison between customers and technical support
Act as a liaison between customers and clearing firm
Maintain current knowledge of products, software, industry regulations
Involved in problem resolution and reconciliation related to trading and settlement.
Interact with market centers to troubleshoot problems and minimize firm risk.
Perform special assignments and activities as defined by management.

 

Requirements
Requires a bachelor's degree in Finance
Demonstrated experience in customer service and support.
Knowledge related to equities, options, and futures trading.
Experience/Knowledge of electronic trading a plus.
Creativity and ability to multitask is required.
Ability to attain necessary certifications including Series 7 and 63

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