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Client Service Representative
$40k-49k (estimate)
Full Time 3 Weeks Ago
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Lightspeed Financial Services Group is Hiring a Client Service Representative Near Morristown, NJ

Qualifications:

  • Bachelor's Degree
  • Minimum of 3 years of experience in trading operations
  • Series 7, 63, and 57 preferred or obtained within 90 days
  • Equity and options experience. Futures experience a plus
  • Strong analytical skills and technical fluency with data
  • Proficient understanding of the equity and option markets and trade processes.
  • Exceptional interpersonal and communication skills, with the ability to effectively liaise with clients and clearing firm.
  • Highly motivated and tenacious individual, with a proven ability to take initiative and work independently and within a team
  • Proficient with Microsoft excel
  • Familiarity with retail equity and option trading platforms

Benefits

  • 401(k)matching
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Salary range

Commensurate with experience

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Experience:

  • Customer service: 3 years (Preferred)

Ability to Commute:

  • Morristown, NJ 07960 (Preferred)

Ability to Relocate:

  • Morristown, NJ 07960: Relocate before starting work (Required)

Work Location: Hybrid remote in Morristown, NJ 07960

Job Summary

JOB TYPE

Full Time

SALARY

$40k-49k (estimate)

POST DATE

06/06/2024

EXPIRATION DATE

10/02/2024

WEBSITE

lightspeed.com

HEADQUARTERS

PLATTEVILLE, WI

SIZE

<25

FOUNDED

2000

CEO

JOHN STREICH

REVENUE

<$5M

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About Lightspeed Financial Services Group

Lightspeed offers securities and multiple routing venues and strategy destinations, trading and advanced order routing services to their clients utilizing Lightspeeds software. For more information about Lightspeed, visit https://www.lightspeed.com/ Equities, equities options, and commodity futures products and services are offered by Lightspeed Financial Services Group LLC (Member NYSE, NASDAQ, BATS, FINRA, NFA, CME and SIPC). Lightspeed Financial Services Group LLCs SIPC coverage is available only for securities, and for cash held in connection with the purchase or sale of securities, in equ...ities and equities options accounts. More
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The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.

If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Representative job description and responsibilities

Client services representatives manage client relationships and provide customer support.

02/07/2022: Monterey, CA

Promoting and maintain positive customer relations utilizing service excellence techniques.

02/20/2022: Richmond, VA

Client service representatives are responsible for taking care of users who have a hard time with some business element.

02/21/2022: Akron, OH

Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.

12/22/2021: Altus, OK

Have an understanding and reception to clients' needs and give proactive customer support.

01/29/2022: Huntington, WV

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Representative jobs

Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.

01/10/2022: Long Beach, CA

A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.

12/28/2021: Anderson, IN

Should have a proven customer support experience or experience as a client service representative.

01/05/2022: Ann Arbor, MI

Learn to resolve problems and prevent client dissatisfaction.

01/07/2022: Bradenton, FL

One year related experience required with customer service preferred.

12/31/2021: La Crosse, WI

Step 3: View the best colleges and universities for Client Service Representative.

Florida Southern College
Colby College
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University of Notre Dame
Western Washington University
Canisius College
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