Client Services Representative – Outsourced Trading Desk
at Jefferies
Posted 17 days ago
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Provide client support across Jefferies' Outsourced Trading Desk, acting as the primary point of contact for trade settlements and operations. Monitor daily trade activity, coordinate with clients, prime brokerage representatives, middle office and external counterparties to resolve settlement issues and open fails, and ensure accurate trade reporting. Assist with client onboarding and testing, serve as a secondary contact for prime brokerage custody and swap clients, and work with technology to build more efficient/automated platforms. Experience with Traiana and Fidessa, knowledge of prime brokerage and trade lifecycle, and Series 7 & 63 (or ability to obtain) are advantageous.
- Compensation
- $100,000 – $100,000 USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
Client Services Representative – Outsourced Trading Desk
Job Description
The Team:
The position forms part of our Outsourced Trading Desk Client Services Team, which functions as the primary point of contact to clients in relation to trade settlements and operations. The Outsourced Trading Desk currently comprises 25 people in the US, Europe and Asia. There are 2 Client Service Representatives located in the US supporting all regional clients.
The Role:
The focus of this role will be to support clients across our Outsourced Trading Desk.
Key Responsibilities:
- Monitor all trade activity on a daily basis for Outsourced Trading Desk clients
- Work directly with clients, Prime Brokerage Client Service Representatives and trading counterparties to ensure timely settlement on market transactions
- Review all US and non-US trades for proper settlement and coordinate internally on all open settlements/fails
- Immediately escalate open settlements/fails and work with Middle Office and external counterparties to resolve trade detail discrepancies
- Ensure all client trades are reported properly in the trade portal and at counterparties
- Collaborate with adjacent teams to address client and counterparty requests, such as local market trade instructions, settlement issues, and resolution on all open failing trades
- Assist with onboarding new clients and testing new client set ups
- Secondary point of contact for prime brokerage custody and swap clients and client inquiries
- Liaise with technology to help build a more efficient and automated platform
- Monitor and review trade input and activity in Traiana and other firm trade processing applications
Qualifications:
- Client Services experienced gained at a similar financial institution
- An understanding of Prime Brokerage, the trade life cycle and trade processing
- Efficient and adept at time management
- Focused and detail-orientated
- The ability to manage multiple requests within a collaborative environment that requires urgency
- Intellectually curious and able to retain vast sums of knowledge
- Excellent communication skills
- An autonomous worker, capable of representing the team across the whole continent
- Experience with Traiana & Fidessa would be advantageous
- Series 7 & 63 or the ability to obtain them within the first year
The salary for this position is $100,000.
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
Job Info
- Job Identification 3595
- Job Category Sales/Trading
- Posting Date 12/31/2025, 01:56 PM
- Job Schedule Full time
- Locations 520 Madison Avenue, New York, NY, 10022, US
