Jefferies · 1 week ago
Client Services Representative – Outsourced Trading Desk, Analyst
520 Madison Avenue, New York, NY, 10022, US
Full-time
Onsite
New Grad, Entry Level
$100K/yr - $100K/yrJefferies is a leading global investment banking and capital markets firm, and they are seeking a Client Services Representative for their Outsourced Trading Desk. The role involves supporting clients with trade settlements and operations, monitoring trade activity, and collaborating with various teams to resolve trade discrepancies.
BankingFinancial ServicesWealth Management
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
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
Benefits
Annual discretionary incentive and retention bonus
Competitive employee benefits, including: medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages that include planned time off (e.g., vacation)
Unplanned time off (e.g., sick leave)
Paid holidays
Paid parental leave
Company
Jefferies
Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
Founded in 1962
5001-10000 employees
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 (147)
2024 (122)
2023 (83)
2022 (183)
2021 (169)
2020 (60)
Funding
Current Stage
Late StageTotal Funding
unknown2012-11-12Acquired
Leadership Team
Shekhar Asnani
Vice President Investment Banking
Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
Recent News
2026-01-08
2026-01-07
2026-01-05
Company data provided by crunchbase