Client Service Representative - Entry Level - Finance BA Required.

Lightspeed - a Division of Lime Brokerage - New York, NY (30+ days ago)


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

Job Type: Full-time

Education:

  • Bachelor's