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 premier 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.