Service Team

Find out why our customer retention is 99.9%

We enjoy nearly 100% customer retention, in large part, a testament to the dedication, knowledge, efficiency, professionalism, and courteousness of our staff.

Our clients are never just an account number at RJL, and are serviced by a team that is ever conscious of the importance of our personalized approach to customer service. Ask around, and you will soon find that it is this service philosophy that has set us apart from firms that neglect to remember that they work for you.

Each client gets assigned a dedicated service rep to assist in all operational aspects of managing your prime brokerage account. We are accustomed to servicing a range of accounts, from large institutions to single person operations. Our staff has the skill-set required for highly technical operations, and the patience for those that are not.

 

 

Reports & Statements

Settlement & Fails

Billing & Accounting

Trade Breaks

Trade Reporting

System Training

Welcome Aboard !

Our on-boarding team takes a customized and focused approach to the specific needs of all our new clients

You will be assigned a representative to assist you in learning all aspects of using our trading and account management systems

 

Web-Based Training

We provide remote access support, allowing us to set up our systems and provide training by accessing your PC directly