Client Services Representative – Outsourced Trading Desk, Analyst jobs in United States
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Jefferies · 12 hours ago

Client Services Representative – Outsourced Trading Desk, Analyst

positionNew York, NY
timeFull-time
remoteOnsite
seniorityEntry, Mid Level

Jefferies Group LLC is a leading independent global investment banking firm focused on providing expert services to clients for 60 years. The role involves supporting clients across the Outsourced Trading Desk, monitoring trade activity, ensuring timely settlements, and collaborating with various teams to address client needs.

BankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

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

Qualification

Client ServicesPrime BrokerageTrade life cycleTrade processingTraianaFidessaSeries 7Series 63Autonomous workerIntellectually curiousTime managementDetail-orientedCommunication skillsCollaborative environment

Required

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
Series 7 & 63 or the ability to obtain them within the first year

Preferred

Experience with Traiana & Fidessa would be advantageous

Company

Jefferies

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Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
dateFounded in 1962
location
New York, New York, USA
people-size5001-10000 employees
web-link
http://www.jefferies.com

H1B Sponsorship

Jefferies has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (122)
2024 (130)
2023 (86)
2022 (184)
2021 (169)
2020 (60)

Funding

Current Stage
Late Stage
Total Funding
unknown
2012-11-12Acquired

Leadership Team

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Shekhar Asnani
Vice President Investment Banking
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Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
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