- 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 a 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 the ability to multitask are required.
- Series 7 Required, Series 63
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Client Service Representative - Morristown, United States - LightSpeed
3 weeks ago
Description
Location:
Morristown, NJ
Description
The primary role of the Client Services Representative is to ensure Lightspeed Financial Services Group 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
COMPANY OVERVIEW
Lightspeed Financial Services Group is the home of professional traders. Lightspeed is a provider of equities, options, and futures brokerage services for active and professional traders.
Headquartered in Morristown, NJ and with offices in Chicago our hallmarks of service, stability and technological know-how are recognized by traders across the United States.
Lightspeed's combination of highly customizable, real-time ultra-low-latency solutions with world-class, expert service helps us keep traders at the top of their game, regardless of market conditions.
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