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Client Services Representative

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: Lightspeed Commerce
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Banking Operations, Banking & Finance
Salary/Wage Range or Industry Benchmark: 75000 - 90000 USD Yearly USD 75000.00 90000.00 YEAR
Job Description & How to Apply Below

Working at Lightspeed Client Service Representative

Licensed Trading Operations Representative - Client Services

Hybrid | Morristown, NJ Description

Lightspeed Financial Services Group LLC is seeking a licensed Trading Operations Representative to join our Client Services team in a hybrid role based near Morristown, New Jersey.

This position is ideal for a candidate with experience supporting active traders across equities, options, and futures markets. The role combines front-line client support with operational ownership and platform-related trade support in a fast-paced brokerage environment.

The ideal candidate is comfortable navigating trading platforms, troubleshooting client issues, and managing operational workflows while delivering a high level of service to sophisticated retail and professional traders.

Job Responsibilities will include the items outlined below:

Responsibilities
  • Provide timely and professional support to clients via Slack, email, and phone
  • Assist clients with trading platform functionality, order entry, account-related requests, and trade support
  • Support daily brokerage and trading operations processes
  • Investigate and resolve client and operational issues in coordination with internal teams and clearing firms
  • Monitor and manage operational workflows with strong attention to detail and risk awareness
  • Maintain accurate documentation and follow established supervisory and compliance procedures
  • Contribute to process improvements and operational efficiencies across the client services function
Qualifications
  • Minimum 2 years of experience in brokerage operations, trading operations, or financial services client support
  • Active FINRA Series 7 and Series 63 licenses required
  • Series 57 preferred or required within 90 days of hire
  • Experience supporting equity, options, and/or futures trading
  • Familiarity with retail trading platforms and order management systems
  • Strong understanding of equity and options markets, trade lifecycle, and brokerage operations
  • Strong analytical and problem-solving skills with high attention to detail
  • Proficiency in Microsoft Excel and general technical fluency
  • Excellent communication and interpersonal skills
  • Ability to work independently in a fast-moving environment while collaborating effectively across teams
  • Experience with active trader platforms and brokerage operations environments strongly preferred
Compensation & Benefits
  • Base salary: $75,000 - $90,000, depending on experience
  • Annual discretionary bonus
  • 401(k) with company match
  • Medical, dental, vision, life, and disability insurance
  • Paid time off
Additional Information
  • Hybrid position based near Morristown, NJ
  • Candidates must currently reside within commuting distance of Morristown, NJ
  • FINRA licensing required for consideration
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