Senior Associate - Active Trading Support Clear Street's Active division provides powerful tools for active traders, professional trading groups. The platform is designed for speed, efficiency and reliability for a fast paced trading environment. The team manages the client onboarding process, handles client fund movements, responds to operational inquiries from clients and internal team members, and provides support for account-related inquiries. The ideal candidate will have excellent communication skills, be detail oriented and client focused, a strong understanding of financial operations, and the ability to work efficiently in a fast-paced environment.
Responsibilities:Front-line support for a retail active trading platform. Primary channel will be incoming phone calls, platform support cases and (potentially) live chat through Pylon during market hours. Handles platform questions, account issues, PDT inquiries, onboarding, and billing. Escalates execution/trading issues to trade desk specialists. Reports to Active Support Team Lead.
Required- At least four (4) years in fintech or brokerage support
- Professional trading experience and/or in a trading support function like Operations or Client Services across equities, options, or futures (futures is strongly preferred)
- Strong verbal & written communication
- Calm and composed under emotional pressure
- Client Service skills, can work to identify and resolve issues
- Must have active Series 7 & Series 63
- Active Series 3 preferred. If not active, must be prepared to pass the exam within 3 months of joining.
Preferred- Experience at a retail trading brokerage
- Familiarity with retail (active) trading or professional platforms
- Experience with Pylon or similar support platforms
- Knowledge of PDT rules, margin mechanics, and order types
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