The primary role of the Client Services Representative is to ensure Parkside Securities 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 clearing, compliance, margin, technology, & trading. This position will start in Q2 of 2022.
The Client Service Representative will be the main point of contact for the brokerage customers that are trading equities cross-border and want to communicate with Parkside Securities via chat, email, or phone. As a representative of our firm, you will need to possess excellent written and oral communication, a friendly and energetic attitude, and the desire to succeed in a fast-paced, dynamic working environment.
Essential Job Functions
- Respond to both new and existing customer inquiries related to a variety of topics including account opening, customer statements, margin, trading, and website navigation.
- Take and submit orders from customers as needed.
- Act as a liaison between customers and technical support.
- Maintain current knowledge of products, software, and industry regulations.
- Manage 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.
Requirements
- Will need to be onsite market hours (5:30 am - 3:00 pm.) Schedules will change as the team grows
- Bachelor's degree in Finance or related field
- Demonstrated experience in customer service and support.
- Experience/Knowledge of electronic equities trading is a plus.
- FINRA Series 7 and 63 or willingness to pass the exams before start date