Client Experience Representative

Trade Station Group, Inc.; Fort Lauderdale (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading online brokerage firm in Florida is seeking a Client Experience Representative to provide end-to-end client support to a diverse trader base. Responsibilities include resolving client inquiries, account maintenance, and offering software support. The ideal candidate must have a Bachelor's degree and be able to obtain SIE, Series 7, 63, and 3 licenses within 90 days. This is an on-site position located in Plantation, FL, promoting a fast-paced and customer-focused environment.

Qualifications

• Must acquire SIE, Series 7, 63 and 3 licenses within 90 days.
• Experience in customer support or related field is preferred.

Responsibilities

• Resolve client inquiries via email, chat, and phone.
• Work in a team-oriented environment.
• Account maintenance and software support.

Skills

Ability to learn multiple trading platforms

Ability to work in a fast paced environment

Familiar with customer account procedures

Education

Bachelor's degree

Job description

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 Plantation office at 8050 SW 10th Street, Suite 2000, Plantation, FL 33324.

What You'll Be Doing:

• Resolve client inquiries via email, chat, and phone
• Work in a team-oriented environment
• 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

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.