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Job details

Client Services Trader

#WeAreTradeStation

Who We Are:
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 Client Services Representatives 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
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 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:

College degree required
4-6 years of financial services experience
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) $45-67K (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.

TradeStation Glassdoor Company Review

3.5

TradeStation DE&I Review

No rating

CEO of TradeStation

John Bartleman

Approve of CEO

By TradeStation

TradeStation is 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-o...

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INDUSTRY

Computer Hardware Development

TEAM SIZE

501-1000

LOCATION

Hybrid, based in Plantation, FL

DATE POSTED

August 5, 2023