Working at Lightspeed-Client Service Representative

[Robert Morse]

Please apply on our website:
https://lightspeed.com/about-us/careers/client-services-representative

Description
The primary role of the Client Services Representative is to ensure Lightspeed Financial Services Group provides its clientele with a truly exceptional and personalized customer service experience. The position will require the candidate to gain expertise in multiple aspects of the business including technology, trading, clearing, and compliance. As a representative of our firm, you will need to possess excellent written and oral communication skills, a friendly and energetic attitude, and the desire to succeed in a fast-paced, dynamic working environment.

Job Responsibilities will include the items outlined below:

Essential Job Functions
• Respond to both new and existing customer inquiries related to a variety of topics including account opening, trading, customer statements, reports, technology, etc.
• Take and submit orders from customers as needed.
• Act as a liaison between customers and technical support
• Act as a liaison between customers and clearing firm
• Maintain current knowledge of products, software, industry regulations
• Involved in problem resolution and reconciliation related to trading and settlement.
• Interact with market centers to troubleshoot problems and minimize firm risk.
• Perform special assignments and activities as defined by management.
Qualifications:
• Bachelor's Degree
• Minimum of 3 years of experience in trading operations
• Series 7 and 63 (Series 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
• Familiarity with retail equity and option trading platforms
Salary range
Commensurate with experience
Job Type: Full-time. Hybrid

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

 

[hilmy83]

Please apply on our website:
https://lightspeed.com/about-us/careers/client-services-representative

Description
The primary role of the Client Services Representative is to ensure Lightspeed Financial Services Group provides its clientele with a truly exceptional and personalized customer service experience. The position will require the candidate to gain expertise in multiple aspects of the business including technology, trading, clearing, and compliance. As a representative of our firm, you will need to possess excellent written and oral communication skills, a friendly and energetic attitude, and the desire to succeed in a fast-paced, dynamic working environment.

Job Responsibilities will include the items outlined below:

Essential Job Functions
• Respond to both new and existing customer inquiries related to a variety of topics including account opening, trading, customer statements, reports, technology, etc.
• Take and submit orders from customers as needed.
• Act as a liaison between customers and technical support
• Act as a liaison between customers and clearing firm
• Maintain current knowledge of products, software, industry regulations
• Involved in problem resolution and reconciliation related to trading and settlement.
• Interact with market centers to troubleshoot problems and minimize firm risk.
• Perform special assignments and activities as defined by management.
Qualifications:
• Bachelor's Degree
• Minimum of 3 years of experience in trading operations
• Series 7 and 63 (Series 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
• Familiarity with retail equity and option trading platforms
Salary range
Commensurate with experience
Job Type: Full-time. Hybrid

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

Why not just put the actual number for salary? The trend I've seen online is to discourage people from applying to jobs without actual numbers on the posting:

https://www.glassdoor.com/Salary/Li...Representative-Salaries-E648762_D_KO11,42.htm

 

[Robert Morse]

I asked. The response was "commensurate with experience." I suggest you apply and ask if interested and reside near the office.

 

[NoahA]

I asked. The response was "commensurate with experience." I suggest you apply and ask if interested and reside near the office.

I would be curious as well what the salary could possibly be.

You require a degree, but these days, the trend seems to be that a degree is pretty much an anchor unless you are really going places, but most people won't be. So a degree is a huge investment. On top of this, you want 3 years of experience in trading operations, plus all the certificates. So you want the person to be excellent in so many different disciplines. You want them to be a people person, you want them to have technical and analytical skills, and you want them to be highly motivated. Its almost like you want the person to be capable of being the CEO, CFO, COO, and HR department.

And worst of all, your job title will be a Client Service Representative!!! I bet this position pays around 50k, 60k max. Its like a modern day woman with nothing to offer who requires the guy to be over 6 feet tall, make $200k, able to bench press at least 215lbs, have blue eyes, own a dog, and be good with kids, but of course not have any of his own.

Sorry to dump on your post like this Robert, but I really am curious what this job would pay and who on earth will have all of these qualifications but want to just be a customer service rep who will be the front line staff person to just take shit from customers when something isn't going right.

 

[traider]

dental & health insurance sure looks good

 

[newwurldmn]

I would be curious as well what the salary could possibly be.

You require a degree, but these days, the trend seems to be that a degree is pretty much an anchor unless you are really going places, but most people won't be. So a degree is a huge investment. On top of this, you want 3 years of experience in trading operations, plus all the certificates. So you want the person to be excellent in so many different disciplines. You want them to be a people person, you want them to have technical and analytical skills, and you want them to be highly motivated. Its almost like you want the person to be capable of being the CEO, CFO, COO, and HR department.

And worst of all, your job title will be a Client Service Representative!!! I bet this position pays around 50k, 60k max. Its like a modern day woman with nothing to offer who requires the guy to be over 6 feet tall, make $200k, able to bench press at least 215lbs, have blue eyes, own a dog, and be good with kids, but of course not have any of his own.

Sorry to dump on your post like this Robert, but I really am curious what this job would pay and who on earth will have all of these qualifications but want to just be a customer service rep who will be the front line staff person to just take shit from customers when something isn't going right.

Have you ever read a job posting before?

I bet he gets 1000 resumes if he posts on indeed. Of those 100 will be legitimately qualified.

 

[murray t turtle]

Why not just put the actual number for salary? The trend I've seen online is to discourage people from applying to jobs without actual numbers on the posting:

https://www.glassdoor.com/Salary/Li...Representative-Salaries-E648762_D_KO11,42.htm

%%
THE daily newspapers did that + lost so much market share ,but weekly editions may differ.
[2]BUT listening to Dave Ramsey, huge volume application online can be a a problem.
For the right person[peacemaker + patterns near that....] customer service can be very satisfying;
every good business[owner or manager] has to do a bit of that

 

[NoahA]

Have you ever read a job posting before?

I bet he gets 1000 resumes if he posts on indeed. Of those 100 will be legitimately qualified.

I would be shocked if 100 people with all of these credentials want to start at what I assume is low point and essentially doing help like a person at the counter.

Don't get me wrong, I understand that everyone needs a foot in the door, a kind of internship, but these qualifications to me are very high, and nothing like what would be required of an intern. Plus, even if you're very smart in math and finance, and hence its easy for you to pass all the exams, the requirement for excellent English and writing skills will kills lots of potential applicants. This job requires the skills of a super smart coder for example, who someone also isn't a geek and socially awkward and hence has skills and charisma.

Sorry Robert to dump on your thread, but I'm just expressing frustration with how this whole world is going to shit. I realize a customer rep isn't high level work, but these qualifications are all high level, and with the cost of living these days, I just don't see who is going to provide all of these qualifications on what I assume a very entry level salary.

 

[Robert Morse]

I do not know the salary of our trade support guys . None of my business. Right now, we need at least one more person. That person will require training on our systems and learn how to work in a small group. Regulators require the licenses to deal with customers. The biggest obstacle is, it is not 100% remote. The trade desk comes in 2 to 3 days a week. You need a car to get to Morristown, NJ. I think a college grad that tried a prop firm or prefers working for a smaller company, would like this job. Same for someone with more experience that does not want to commute to NYC. The guys on the desk are great. They seem happy. When I left NYU, while in grad school at NYU nights, I took a job on the AMEX floor that started at $250/week in 1982. I did not care about the money. I wanted to learn the business. You be surprised at the number of people that go to banks and larger brokers and feel lost. You will not get lost here.

I would be shocked if 100 people with all of these credentials want to start at what I assume is low point and essentially doing help like a person at the counter.

Don't get me wrong, I understand that everyone needs a foot in the door, a kind of internship, but these qualifications to me are very high, and nothing like what would be required of an intern. Plus, even if you're very smart in math and finance, and hence its easy for you to pass all the exams, the requirement for excellent English and writing skills will kills lots of potential applicants. This job requires the skills of a super smart coder for example, who someone also isn't a geek and socially awkward and hence has skills and charisma.

Sorry Robert to dump on your thread, but I'm just expressing frustration with how this whole world is going to shit. I realize a customer rep isn't high level work, but these qualifications are all high level, and with the cost of living these days, I just don't see who is going to provide all of these qualifications on what I assume a very entry level salary.

 

[newwurldmn]

I would be shocked if 100 people with all of these credentials want to start at what I assume is low point and essentially doing help like a person at the counter.

Don't get me wrong, I understand that everyone needs a foot in the door, a kind of internship, but these qualifications to me are very high, and nothing like what would be required of an intern. Plus, even if you're very smart in math and finance, and hence its easy for you to pass all the exams, the requirement for excellent English and writing skills will kills lots of potential applicants. This job requires the skills of a super smart coder for example, who someone also isn't a geek and socially awkward and hence has skills and charisma.

Sorry Robert to dump on your thread, but I'm just expressing frustration with how this whole world is going to shit. I realize a customer rep isn't high level work, but these qualifications are all high level, and with the cost of living these days, I just don't see who is going to provide all of these qualifications on what I assume a very entry level salary.

with all due respect (and I mean that genuinely), I think you are out of touch with 1. How job postings work and 2. How 95percent of the people make a living.