Client Services
Our presence in many of the world’s key financial centers allows us to foster excellent communication with our clients. Each client is provided with a dedicated representative who acts as the first point of contact for any queries.
Dedicated client service representatives work with customers for:
- trade break resolution
- cash settlement
- commission and fee issues
- delivery notification and management of delivery
- futures and option expiration notification
- exercise and assignment notification
- balancing issues
- top day trade checkout via trade matching tools
- cash balance conversions
In addition, we have put together specialized teams to assist the customer on-boarding process. This helps to ensure an efficient, coordinated integration of new clients into Newedge.
