Client Experience Representative

TradeStation; Chicago (IL); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Collaborative culture

Competitive pay

Yearly bonus

Generous 401k

Veterinary discount plan

Paid time off

Flexible work environment

Trading education access

Job summary

TradeStation in Chicago, IL is seeking a Client Experience Representative to provide end-to-end client support for beginner to advanced traders. The role includes client education, platform troubleshooting, and collaboration with Sales, Operations and other teams to resolve inquiries quickly on-site at 120 South Riverside Plaza.

You will resolve inquiries via email, chat and phone, maintain accounts, perform software support, and contribute to a positive client experience.

Qualifications

• Bachelor’s degree required.
• SIE, Series 7, 63 and 3 licenses, or must be acquired within 90 days.

Responsibilities

• Resolve client inquiries via email, chat and phone.
• Work in a team-oriented environment.
• Client education and platform troubleshooting.
• Account maintenance and review of transactions.
• Software support and client advocacy.
• Maintain professionalism and exceed client expectations.

Skills

Trading platforms

Fast-paced environment

Customer accounts

Education

Bachelor's degree

Job description

#WeAreTradeStation

Who We Are:

TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators.

At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that’s using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you’re joining a culture where AI is how we work.

Are you ready to make yourself at home?

What We Are Looking For:

We are seeking a Client Experience Representative who will be responsible for end-to-end client support. The client base that is serviced consists of beginner, novice and sophisticated traders that require a unique level of support. The position will be responsible for client education, client support, platform troubleshooting, and product support. The candidate will be expected to work as a liaison to Sales, Operations and other departments to ensure resolution to all customer requests and issues in a timely fashion.

This is an on-site position in our Chicago office at 120 South Riverside Plaza, Suite 1650, Chicago, IL 60606.

What You’ll Be Doing:

• Resolve client inquiries via email, chat, and phone
• Work in a team-oriented environment
• Client education
• Account maintenance (historical transaction inquiries, review of commissions, update of account parameters, review of incoming and outgoing financial transactions, etc.)
• Software support
• Maintain a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed Clients' expectations

The Skills You Bring:

• Ability to learn multiple trading platforms in order to handle technical questions in regard to trading as well as software support
• Ability to work in a fast paced and interactive environment
• Familiar with customer account procedures to assist with client inquiries

Minimum Qualifications:

• Bachelor’s degree required
• SIE, Series 7, 63 and 3 licenses, or must be acquired within 90 days

Desired Qualifications:

• Able to work in a customer focused environment that is fast paced and challenging

What We Offer:

• Collaborative work environment
• Competitive Pay
• Yearly bonus and generous 401k plan
• Comprehensive benefits for you and your family starting Day 1, including a Veterinary Discount Plan!
• Generous Paid Time Off plans
• Flexible working environment
• TradeStation Account employee benefits, as well as full access to trading education materials
• Pay Range (US) $60-65K (Countries outside of the US have differing ranges in accordance with local labor markets)

TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.