Remote Brokerage Support & Trading Ops (Series 7)

Lightspeed

Dallas (TX)

Hybrid

USD 75,000 - 90,000

Full time

14 days+

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Benefits offered by this job

401(k) matching
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Job summary

Lightspeed Financial Services Group in Texas is seeking a Licensed Brokerage Support Representative to join our remote team serving active traders. You will assist clients via Slack, email, and occasional phone interactions, and support daily operational processes and account-related inquiries.

Comfort with DAS Trader Pro and Trader Workstation is preferred, as you help with platform assistance and overall client service in a fast-paced, collaborative environment.

Qualifications

  • Experience supporting active traders and familiarity with trading platforms.
  • Strong analytical and data skills with the ability to interpret market data.
  • Excellent interpersonal and communication abilities with clients and clearing firms.

Responsibilities

  • Serve as primary client contact via Slack, email, and phone as needed.
  • Support daily operational processes and account inquiries.
  • Provide platform assistance and other service functions to ensure a seamless client experience.

Skills

Trading operations
Analytical skills
Communication skills
Data fluency

Education

FINRA Series 7
FINRA Series 63
FINRA Series 57 (preferred)

Tools

DAS Trader Pro
Trader Workstation

Job description

Position
Licensed Brokerage Support Representative
Location: Dallas-Fort Worth, TX - Remote
Description

Lightspeed Financial Services Group is seeking a Client Service Representative to join our remote team in Texas. This role is ideal for an individual with experience supporting active traders and familiarity with trading platforms such as DAS Trader Pro and/or Trader Workstation.

As a member of a highly collaborative remote team, candidates should be comfortable working in a fast-paced environment and participating in ongoing communication through Microsoft Teams throughout the day.

The Client Service Representative serves as a primary point of contact for clients, providing timely and professional support through Slack, email, and occasional phone interactions. In addition to client communications, this role is responsible for supporting daily operational processes, account-related inquiries, platform assistance, and other service functions that contribute to a seamless client experience.

Qualifications:
  • Minimum of 2 years of experience in trading operations
  • Series 7, 63 required
  • Series 57 preferred or obtained within 90 days
  • Equity and options experience.
  • Strong analytical skills and technical fluency with data
  • Proficient understanding of the equity and option markets and trade processes.
  • Exceptional interpersonal and communication skills, with the ability to effectively liaise with clients and clearing firm.
  • Highly motivated and tenacious individual, with a proven ability to take initiative and work independently and within a team
  • Proficient with Microsoft excel
  • Familiarity with retail equity and option trading platforms, including DAS Trader Pro and TraderWorkstation
Benefits:
  • 401(k)matching
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
Salary range:

Salary range is $75,000 - $90,000 based on experience with an annual discretionary bonus.

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