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Client Services Representative
FlexTrade Great Neck, NY
$55k-73k (estimate)
Full Time | Software & Cloud Computing 2 Months Ago
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FlexTrade is Hiring a Client Services Representative Near Great Neck, NY

About FlexTrade

FlexTrade Systems is a financial technology Software Company headquartered in Great Neck, New York. We are celebrating 26 years as the industrial pioneer and a global leader in broker-neutral, trading platforms for equities, foreign exchange, options, futures, and fixed income. With 500 employees across 10 offices in North America, Europe and Asia, and a worldwide client base both from Buy Side and Sell Side business. It is an exciting time to join FlexTrade. Each line of business and region is at different growth phases. Across its functional teams, FlexTrade is taking bold steps to transform its business and approach positioning itself for the next phase of growth.

Job Summary

FlexTrade’s Sell-side OMS Client Services and Implementation team provides our clients exceptional service in the deployment and integration of our solutions within the framework of their existing businesses. The Client Services Representative will partner with Sales and Account Management throughout the sales process to guarantee that FlexTrade’s solution is a fit for the client's needs. We then work with the client and our Product and team to ensure the client has an efficient, exceptional onboarding experience.

The Client Services Representative role is responsible for:
Working with Sales to analyze a clients workflow, gather client requirements, identify gaps and propose solutions;

Manage the implementation of new or existing clients in line with our standard operating procedures;

Fulfill existing clients requirements and provide timelines;

Ensuring our new clients are implemented on time and under budget;

Working with internal teams on implementation related items to ensure we deliver in line with our commitments;

Developing detailed project plans and timelines, driving them to completion through agreement with the client and support from internal teams where necessary;

Owning each assigned complex and strategic engagement, acting as the primary day-to-day management point person working across multiple internal groups driving tasks through to completion within tight deadlines;

Driving transparency and consistency by clear communication and production of engagement-specific documentation;

Leveraging domain expertise and relationship skills to build and maintain credible relationships with clients;

Have a strong understanding of sell-side OMS workflows

A working knowledge of the sell side Equity business and workflows;
Proven experience in both independent and collaborative working environments in a fast moving business;
Proven experience understanding and defining complex workflows;
Demonstrated history of scoping engagements and gathering requirements;
Demonstrated history of solving complex problems with a keen eye for detail and a meticulous level of precision.
Prior experience within the sell side equity OMS or broker dealer community;
3-5 years of industry experience in Project/Product/Implementation Management;

Preferred

·Series 7 or Financial certification Equivalent

·PMP or CAPM certification

·SQL

**FlexTrade Systems, Inc. does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an authorized agreement for a particular SOW (Statement of Work) in place is hired: such resumes are deemed the sole property of FlexTrade Systems, Inc.**

**FlexTrade Systems, Inc. is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law.**

Job Summary

JOB TYPE

Full Time

INDUSTRY

Software & Cloud Computing

SALARY

$55k-73k (estimate)

POST DATE

03/09/2024

EXPIRATION DATE

05/08/2024

WEBSITE

flextrade.com

HEADQUARTERS

GREAT NECK, NY

SIZE

200 - 500

FOUNDED

1996

TYPE

Private

CEO

VIJAY KEDIA

REVENUE

$10M - $50M

INDUSTRY

Software & Cloud Computing

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FlexTrade provides broker-neutral, execution and order management trading systems for equities, FX, options, futures and fixed income securities.

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The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.

If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Representative job description and responsibilities

Providing the clients with product and service knowledge.

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The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.

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The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.

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The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio

02/10/2022: Fresno, CA

Planning and making a schedule for the monthly meetings with the clients.

03/01/2022: High Point, NC

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Representative jobs

A Client Services Representative needs to be familiar with every part of a site.

01/02/2022: Fargo, ND

Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.

12/22/2021: Elkhart, IN

Review the job description for a Client Services Representative.

01/01/2022: Carson City, NV

The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.

12/30/2021: Santa Rosa, CA

The representative may be seated at a desk or workstation, or they may be on the phone with clients.

02/17/2022: Knoxville, TN

Step 3: View the best colleges and universities for Client Services Representative.

Florida Southern College
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