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.