Client Experience Trader

TradeStation; Plantation (FL); On-site; USD 60,000 - 68,000; Full time

Benefits offered by this job

Yearly bonus

Generous 401k plan

Comprehensive benefits

Flexible working environment

Veterinary Discount Plan

Job summary

TradeStation is looking for a Client Experience Trader based in Plantation, FL. As a vital part of the team, you will manage client support, focusing on real-time trading assistance and troubleshooting for sophisticated traders.

Candidates should have a college degree, relevant industry licenses, and 4-6 years of financial services experience. The role promotes a collaborative environment with competitive pay and generous benefits.

Qualifications

• 4-6 years of financial services experience required.
• Must have passed all relevant industry exams.
• SIE, Series 7, 63, and 3 licenses are necessary.

Responsibilities

• Assist clients with live order execution and questions.
• Provide software support for operational issues.
• Maintain professionalism while representing TradeStation.

Skills

Order entry assistance

Client support

Proficiency in trading platforms

Education

College degree

Tools

Trading platforms

Job description

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 encourage AI as a partner in problem-solving, not just a tool; we follow 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 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.

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

• 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
• Account maintenance (transaction inquiries, commission review, etc.)
• 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 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

• College degree required
• 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

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) $60–68 K (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.