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Client Service Representative (Lime)
Location – New York, NY

Description

The primary role of the Client Services Representative is to ensure Lime Brokerage 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 or related field.
  • 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.
  • Series 7 and 63 preferred.
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