Client Services Representative jobs in United States
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NinjaTrader · 2 hours ago

Client Services Representative

NinjaTrader is an industry-leading trading platform and futures broker dedicated to empowering traders. The Client Services Representative will assist customers with account and technology-related inquiries, ensuring a world-class customer experience while collaborating with various internal teams.

FinTechSoftwareTrading Platform
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Senior Management

Responsibilities

Leverage phone and email to help resolve client support inquiries regarding their account and our platform
Assist clients with various inquiries such as account setup, technical support, troubleshooting accounts, and treasury-related items
Educate and empower customers to get the most out of the NinjaTrader product line
Become a power user of Outlook, HelpSpot, Confluence, Jira, and other productivity applications
Efficiently and accurately manage customer data using Salesforce
Collaborate with internal teams including our Trade Desk, Technical Support, and Compliance teams
Identify and communicate emerging client needs and feature requests to management and other internal teams
Guide clients in navigating the world of commodity futures and NinjaTrader’s services
Assist management in creating and revising policies based on customer feedback
Contribute to continuous team and client experience improvements by creating knowledge articles and email templates
Regularly assist with beta testing new software updates

Qualification

Customer service experienceTechnical supportSalesforceCRM softwareTroubleshootingEmpathyTech-savvySpanish fluencyTime managementCommunication skills

Required

Strong computer skills and the ability to learn complex systems quickly
Empathy and the ability to connect with customers while showing genuine care for their issues
Ability to explain complex information or instructions in a simple, understandable way
Strong time management skills with the ability to follow up on multiple issues and customer service requests
Excellent written and verbal communication skills
Tech-savvy mindset with the ability to troubleshoot computer issues directly with clients

Preferred

Written and spoken fluency in Spanish
A minimum of 1 year of customer service experience, preferably in a high-volume technology company
Prior experience with CRM software and customer service ticketing software
Knowledge of the trading industry is a plus but not required

Benefits

Generous PTO
7 Paid Holidays Annually + 5 Conditional Holidays Annually
1 Service Day Annually
401k with 3.5% Company Match
Paid Parental Bonding Leave
Health, Vision, Dental Coverage
Life and Disability Insurance Covered 100% by NinjaTrader

Company

NinjaTrader

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NinjaTrader provides trading software and brokerage services for futures, forex, and equities markets.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Long Ridge Equity Partners
2025-03-20Acquired
2020-01-06Private Equity

Leadership Team

M
Martin Franchi
Chief Executive Officer
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Ryan Pitylak
Executive Vice President of Growth
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Company data provided by crunchbase