Client Services Representative
Listed on 2026-08-30
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Finance & Banking
Banking Operations, Banking & Finance
Working at Lightspeed Client Service Representative
Licensed Trading Operations Representative - Client Services
Hybrid | Morristown, NJ DescriptionLightspeed 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
- 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
- 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
- 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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