Client Service Representative

Licensed Trading Operations Representative – Client Services

Hybrid | Morristown, NJ

Description

Lightspeed Financial Services Group LLC is seeking a licensed Trading Operations Representative to join our Client Services team in a hybrid role based near Morristown, New Jersey.

This position is ideal for a candidate with experience supporting active traders across equities, options, and futures markets. The role combines front-line client support with operational ownership and platform-related trade support in a fast-paced brokerage environment.

The ideal candidate is comfortable navigating trading platforms, troubleshooting client issues, and managing operational workflows while delivering a high level of service to sophisticated retail and professional traders.

Job Responsibilities will include the items outlined below:

Responsibilities

• Provide timely and professional support to clients via Slack, email, and phone
• Assist clients with trading platform functionality, order entry, account-related requests, and trade support
• Support daily brokerage and trading operations processes
• Investigate and resolve client and operational issues in coordination with internal teams and clearing firms
• Monitor and manage operational workflows with strong attention to detail and risk awareness
• Maintain accurate documentation and follow established supervisory and compliance procedures
• Contribute to process improvements and operational efficiencies across the client services function

Qualifications

• Minimum 2 years of experience in brokerage operations, trading operations, or financial services client support
• Active FINRA Series 7 and Series 63 licenses required
• Series 57 preferred or required within 90 days of hire
• Experience supporting equity, options, and/or futures trading
• Familiarity with retail trading platforms and order management systems
• Strong understanding of equity and options markets, trade lifecycle, and brokerage operations
• Strong analytical and problem-solving skills with high attention to detail
• Proficiency in Microsoft Excel and general technical fluency
• Excellent communication and interpersonal skills
• Ability to work independently in a fast-moving environment while collaborating effectively across teams
• Experience with active trader platforms and brokerage operations environments strongly preferred

Compensation & Benefits

• Base salary: $75,000 – $90,000, depending on experience
• Annual discretionary bonus
• 401(k) with company match
• Medical, dental, vision, life, and disability insurance
• Paid time off

Additional Information

• Hybrid position based near Morristown, NJ
• Candidates must currently reside within commuting distance of Morristown, NJ
• FINRA licensing required for consideration