Client Service Representative
2 months ago
$65000–$80000 yearly
Full-time
Morristown
Provide customer service support clients, answering calls and emails of trade related inquiries on a daily basis Manage and execute equity and option trade orders for clients Process all corporate actions, stock splits, and option assignments across multiple trading platforms Ensure timely trade reconciliation by working with clearing firm on trade settlements, trade breaks, and fails Ensure regulatory compliance by handling all regulation SHO 204 buy ins Oversee risk management & assist in all aspects of account administration including client order inquiries, pre-trade risk management & margin Train clients on all Lightspeed trading products
Jonathan M.Active 2 months ago