Client Service Representative
1 day 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