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