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Client Service Representative

Company: Lightspeed
Location: New York
Posted on: June 11, 2018

Job Description:

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 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. Associated topics: answer, client service, csr, customer care associate, internship, phone, product support, service specialist, support, tsr

Keywords: Lightspeed, New York, Client Service Representative, Sales, New York, New York

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