Client Services

Jefferies provides global execution, clearing, reporting and real-time risk management solutions to our clients. We serve a wide range of clients from financial institutions and commodity processors to corporate end users such as hedge funds, asset managers and family offices. Relationship management teams are located in Chicago, New York, London and Hong Kong.

We work closely with clients to help them customize and streamline their processing to reduce costs and increase efficiency. Clients benefit from our deep product and industry knowledge, our hands-on approach and our extensive relationships, as well as our ability to help define and achieve goals. By dedicating a member of our relationship management team to each client, a strategic partnership is formed, allowing services to be tailored to specific client needs.

 Services Include:

  • Client on-boarding to ensure efficient and coordinated integration
  • Trading events notification (exercise, assign, expiration, delivery, etc.)
  • Cash balance conversions, including auto-sweep functionality
  • Delivery notification and management of delivery
  • Trade break resolution, including integration off our automated reconciliation application
  • Commission and fee break resolution