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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
  • Understand the structures and relationships of the US equities, options, and futures markets
  • Understand the operational duties when it comes to equities and options
  • Research and respond to all back-office related inquiries including but not limited to equity settlements, trade breaks, options processing, corporate actions, locates, buy-ins, margin calls, locates, allocations
  • Research and respond to all trade-related inquiries including but not limited to order types, executions, potentially erroneous trades for both equities and options, etc.

 

Requirements

*Requires a Bachelor's degree in Finance AND Series 7

  • 2+ years of Professional experience
  • 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
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