Client Service Representative

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

• 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 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

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.