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


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. 


  • 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.
Apply Now

Our website uses cookies to improve the performance of our site, to analyze the traffic to our site, and to personalize your experience of the site. You can control cookies through your browser settings. Please find more information on the cookies used on our site in our Privacy Policy. By clicking OK, you agree to allow us to collect information through cookies.