What are the responsibilities and job description for the Client Services - Institutional position at Lime Trading?
Lime Trading Corp. ("LIME") prides itself on being primarily a technology company and challenging the status quo. We push boundaries to offer our clients of any trading skill set the best platforms with the most sophisticated execution features at the lowest cost. Execution excellence is the lifeblood of our firm, and it shows in our stellar offering at all levels of trading clients.
We are seeking a motivated individual to join our Financial Services Representative team. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.
- Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
- Client inquiries typically encompass a broad array of themes including:
- Operability of API connections or other execution platforms including trading modules and analytical tools;
- Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic;
- Margin calculations; Commission structure, interest, and fee
- Resolution of trade-related queries (order entry, trade execution) - Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions
- Coordinate activities with other divisions and interact with external parties such as, Clearing Firms, on common issues.
- Requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions.
Qualifications and Experience
- Bachelor’s degree, preferred if in a quantitative field such as Economics, Finance or Engineering
- Experience in financial services (e.g., brokerage, banking, trading, or exchange) preferred but not required.
- Series 7 and Series 4 are mandatory
- Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat.
- In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, and fixed income.
- Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies.
- Multi-language skills an advantage
- Working Hours 7AM until 5PM also 4AM to 2pm is also available.
- Role is in the office 5 days a week
Company information:
About Lime Trading Corp:
Established in 2000, Lime’s founders were hedge fund traders who couldn’t find a brokerage firm to meet their needs for volume, speed, and privacy — so they created one.
Today, Lime Trading Corp is expanding competitive access to everyone who values quality execution. Lime is filling a vacuum between the bulge bracket banks and retail brokerage firms. As an agency broker, Lime is committed to a client-first approach to performance. The brand is comprised of Lime Trading Corp., an SEC-registered broker-dealer, Lime Advisory Corp., an SEC-registered investment adviser, and Lime Crypto LLC. Securities are offered through these regulated entities.
Lime Trading Corp. is an SEC-registered broker-dealer, member of FINRA/SIPC/NFA. For more information, visit https://www.lime.co
