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Client Service Representative

Customer Service

16 hours ago1 view

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
  • Experience
    Required
  • Employment
    Full-time
  • Salary
    $65,000 – $80,000 yearly

pin icon20 Headquarters Plaza, 07960, Morristown

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Client ConsultantMorristown

Financial Services • 51-250 Employees

Hiring on JOB TODAY since July, 2025

Lightspeed Financial is a financial services firm that specializes in stocks and options located in Morristown, NJ.

Jonathan Mazzola avatar icon
Jonathan MazzolaActive 15 hours ago
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