TradeStation · 1 day ago
Client Experience Trader
Plantation, FL
Full-time
Onsite
Mid Level
$60K/yr - $68K/yr
4+ years expTradeStation is an online brokerage firm focused on empowering self-directed investors and traders. They are seeking a Client Experience Trader responsible for providing end-to-end client support, assisting with live orders, and resolving client inquiries across various communication channels.
Financial Services
Responsibilities
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
Qualification
Required
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
College degree required
4-6 years of financial services experience
SIE, Series 7, 63, and 3 licenses
Preferred
Additional licenses may be required as the job role evolves
Benefits
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
Company
TradeStation
Welcome to the home of those who were born to trade! We empower natural-born traders to hone their strategies with an advanced platform & brokerage services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John Bartleman
Chief Executive Officer, TradeStation Crypto, Inc.
Michael Fisch
Chief Technology Officer
Company data provided by crunchbase