Client Services Reps--Greenwich, CT
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: ISVJA1
My client wants to build and maintain long-term customer relationships as we expand our product and service offerings. This person will have responsibilities which encompass all facets of the services which we offer, from assistance with applications, to funds and banking issues, to trade inquiries.
Responsibilities
Act as liaison to top-tier clients, including financial advisors, premium retail customers, financial institutions and hedge funds, striving to provide solutions to inquiries while complying with all policies, practices and procedures.
Problem management with focus on wide scale service issues. Core competences include: handling trade-related issues, trade and margin analysis, account management and funding, product (cash market, equities and derivatives) and exchange knowledge (global), technical services, securities regulations.
Internal coordinator to various departments such as technical operations and programming, analyzing and escalating issues appropriately.
Qualifications
Education: Bachelor's degree in Finance, Economics, Business Administration or other related field, or equivalent work experience. The candidate must possess general market knowledge in futures, options, and the equities markets.
Experience: 3 years financial industry experience preferred with client services background required
Skills: Strong interpersonal and written communication skills. Must demonstrate excellent analytical and problem resolution skills.
Computer Skills: Working knowledge of PC technologies, including Microsoft Word, Excel, Databases. Programming and/or UNIX experience a plus.
Registrations: NASD Series 7. Series 55, 63 desirable.
Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume.
NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.
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