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IB Ops Client Service Representative Associate
Company: Leader in Financial Services
Location: Westchester New York
Category: Other Miscellaneous
Job Description:
The Role The role of a client service representative (CSR) is primarily to manage the relationship with the clients. The CSR acts as the single point of contact to the client and works with all internal groups. This includes accounting sales product managers legal compliance settlements back office middle office on boarding reference data billing ext. On a day to day basis the CSR will: Communicate with Client and resolve day to day trade issues discrepancies. Arrange quarterly visits with the clients to solicit feed back and provide updates on new products and (See More)
You may also want to:Location: Westchester New York
Category: Other Miscellaneous
Job Description:
The Role The role of a client service representative (CSR) is primarily to manage the relationship with the clients. The CSR acts as the single point of contact to the client and works with all internal groups. This includes accounting sales product managers legal compliance settlements back office middle office on boarding reference data billing ext. On a day to day basis the CSR will: Communicate with Client and resolve day to day trade issues discrepancies. Arrange quarterly visits with the clients to solicit feed back and provide updates on new products and (See More)
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