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.
#LI-AS#
About UsJefferies 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.
Skills Required
- 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
- Understanding of trade lifecycle and settlement processes
- Understanding of prime brokerage operations
- Strong analytical and problem-solving skills
- Strong attention to detail
- Ability to prioritize tasks and respond with a sense of urgency
- Ability to work under pressure in a fast-paced environment
- Excellent verbal and written communication skills
- Strong client service orientation and relationship management capabilities
Jefferies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Jefferies and has not been reviewed or approved by Jefferies.
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Strong & Reliable Incentives — Compensation is positioned as competitive with meaningful upside, with potential for significant earnings depending on group performance and strong years. A formulaic, performance-linked bonus model ties payouts to individual fees or P&L, reinforcing a pay-for-results dynamic.
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Parental & Family Support — Family-building support is broad, including primary and non-primary caregiver leave, adoption assistance, subsidized emergency child and eldercare, and a $25,000 stipend for qualified surrogacy, adoption, or fertility support. Added resources like family support programs and parental-leave coaching further strengthen caregiver benefits.
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Wellbeing & Lifestyle Benefits — Lifestyle perks extend beyond standard coverage, including discount programs, commuter benefits, legal plans, charitable matching, and education assistance such as tuition support and scholarships for employees’ family members. Location-specific perks like gym stipends and free cafeteria lunch are also described as available in some offices.
Jefferies Insights
What We Do
Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified financial services company. More about our company can be found at www.jefferies.com.









