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 our customers may have regarding their account. Client service representatives work with clients in the following areas:
- trade break resolution
- cash settlement
- commission and fee issues
- delivery notification and management of delivery
- futures and option expiration notification
- exercise and assignment notification
- any balancing issues related to your account
- top day trade checkout via trade matching tools
- cash balance conversions
Additionally, Newedge has assembled specialized teams to assist in the on boarding process. These teams ensure an efficient and coordinated integration of new clients into Newedge group. Each team applies Newedge global new accounts policy and procedures (including KYC/due diligence, credit) and liaises with all relevant departments. The teams are the first point of contact for sales representatives and clients during the on boarding process.
