Jefferies is a leading global, full-service investment banking and capital markets firm, providing investment banking, sales and trading, research, wealth management and asset management services to clients for over 60 years. With more than 7,700 employees across 40+ offices, the Firm offers professionals the opportunity to work in a dynamic, entrepreneurial environment with exposure to a diverse range of businesses, products and markets.
Role
The Client Services Representative will be a key member of the Prime Services team, serving as a primary point of contact for hedge fund and institutional clients.
The successful candidate will possess strong relationship management skills, a client-first mindset, and the ability to navigate complex operational environments while maintaining a high standard of service quality and responsiveness.
Responsibilities
As a Client Services Representative within Prime Services, you will play a critical role in delivering an exceptional client experience to hedge funds and institutional clients.
- Serve as the primary day-to-day contact for Prime Services clients across both Cash Prime Brokerage and Synthetic Swaps.
- Partner closely with internal teams including Trading, Operations, Stock Loan, Risk, Technology, and Compliance to resolve client inquiries.
- Review all trades for proper settlement and coordinate internally to resolve open settlements/fails for Cash Prime Brokerage.
- Support client onboarding, account setup, and ongoing account maintenance, helping clients navigate Jefferies' Prime Services platform and capabilities.
- Monitor client activity and proactively identify opportunities to enhance service quality, operational efficiency, and the overall client experience.
- Contribute to client reporting, service reviews, and strategic initiatives aimed at strengthening client relationships and supporting business growth.
Qualifications & Experience
- Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
- 2-5 years of experience in Prime Brokerage, Client Services, Operations, Middle Office, or Institutional Client Support within an investment bank, broker-dealer, or financial institution.
- Understanding of equity and derivative products, trade lifecycle, settlement processes, and prime brokerage operations.
- Strong analytical and problem-solving skills with attention to detail.
- Acts with sense of urgency on requests and ability to prioritize tasks
- Ability to work under pressure in a fast-paced environment
- Excellent verbal and written communication skills.
- Strong client service orientation and relationship management capabilities.
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 believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment 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 an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, 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 accommodations to individuals with disabilities, as required by applicable law.
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