Client Experience Trader

Trade Station Group, Inc.; Plantation (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

A leading online brokerage firm in Florida is searching for a Client Experience Trader to provide end-to-end support for sophisticated traders. Candidates should have 4-6 years of financial services experience and relevant industry licenses. The role requires assisting clients with executing orders and resolving inquiries. A deep understanding of trading platforms and a commitment to exceeding client expectations are essential. Join a team in a fast-paced environment where innovation is key.

Qualifications

• 4-6 years of financial services experience.
• Pass all relevant industry exams (SIE, Series 7, 63, and 3 licenses).
• Proficient in providing order entry assistance across all asset classes.

Responsibilities

• Assist clients with executing live orders and provide quotes on balances.
• Resolve client inquiries via email, chat, and phone.
• Maintain positive representation of the firm through professionalism.

Skills

Order entry assistance

Technical support on trading platforms

Customer account procedures

Tools

Trading platforms

Job description

TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge. At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation.

What We Are Looking For:

We are seeking a Client Experience Trader who will be responsible for end-to-end client support. The client base that is serviced consists of sophisticated traders that require a unique level of support. The position will be responsible for supporting clients in all aspects of live and simulated trading 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.

What You'll Be Doing:

• • Assist clients with executing live orders, providing quotes and information on live balances and positions
• • Provide Order Entry assistance across all asset classes
• • Resolve client inquiries via email, chat, and phone
• • Work in a team-oriented environment
• • Software support
• • Ability to work in a fast paced and interactive environment
• • Maintain a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed Clients' expectations

The Skills You Bring:

• • Required to have passed all relevant industry exams
• • Successfully complete order entry training
• • Demonstrate proficiency in providing order entry assistance across all asset classes
• • Complete live trader training and exhibit a thorough understanding of the policies, procedures and systems necessary for assisting clients in a live trading environment
• • Extensive knowledge of multiple trading platforms in order to handle technical questions in regard to trading as well as software support
• • Familiar with customer account procedures to assist with client inquiries

Minimum Qualifications:

• • 4-6 years of financial services experience
• • SIE, Series 7, 63, and 3 licenses

Desired Qualifications:

• • Additional licenses may be required as the job role evolves

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.