Prime Services Client Service Representative for Equity Swap Support - Associate/AVP

Job Description

The Prime Services Client Service Representative is responsible for the client support and relationship management for all Prime Services clients of the firm trading both cash prime brokerage and equity swaps. The right candidate will be part of Prime Services and be client-facing working directly with the firm's cash brokerage and equity swap clients, along with operational and support teams across the firm. The right candidate will assist in addressing client inquiries and help drive revenue across our client base.

This individual's responsibilities will include but are not limited to :

• Analyze various client portfolio reports, which include profit and loss summaries, margin reporting and trade activity
• Analyze profitability and ROA (return on assets) reporting, and work with clients to increase revenue streams to the firm
• Work with Sales to help drive revenue across the equity swap client base through client visits and check-ins
• Ensure all client trades are reported properly into the custody and swap portfolios
• Assist in training clients on the firm's technology, portfolio reporting and file extracts
• Review all US and non-US trades for proper margin requirements, settlement and coordinate internally on all open settlements / fails
• Consistently review all accounts under your existing coverage for margin and risk requirements, and escalate when needed
• Work with other areas within the firm to address client requests, such as corporate actions, margin and risk inquiries, securities lending rates
• Sole point of contact for prime brokerage custody and swap clients and client inquiries and client disputes on collateral requests
• Work with technology to help address client inquires and drive platform enhancements

The qualifications and skills needed would include :

Primary Location Full Time Salary Range of $115,000 - $125,000.

The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including : medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.

About Us

Jefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.

At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ community, military veterans, and individuals with disabilities or who are neurodiverse.

Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

Salary : $115,000 - $125,000