1 день назад
Associate - Active Trading Support (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate - Active Trading Support (Fintech): Supporting a retail active trading platform by handling platform questions, account issues, PDT inquiries, onboarding, billing, and client communications with an accent on brokerage operations, trading support, and issue resolution. Focus on resolving client cases during market hours, escalating execution issues to trade desk specialists, and supporting equities, options, and futures workflows.
Location: New York, NY; hybrid
Company
is a fintech company modernizing brokerage infrastructure through a cloud-native clearing and custody platform integrated with central clearing houses and exchanges.
What you will do
- Provide front-line support for a retail active trading platform during market hours.
- Respond to incoming phone calls, platform support cases, and potentially live chat through Pylon.
- Handle platform questions, account issues, PDT inquiries, onboarding, and billing matters.
- Identify and resolve client issues while maintaining clear communication under pressure.
- Escalate execution and trading issues to trade desk specialists.
- Support client onboarding, fund movements, operational inquiries, and account-related requests.
Requirements
- At least 2 years of experience in fintech or brokerage support.
- Professional trading experience or experience in trading support, Operations, or Client Services across equities, options, or futures; futures experience is strongly preferred.
- Strong verbal and written communication, client service skills, attention to detail, and the ability to remain calm under emotional pressure.
- Active Series 7 and Series 63 licenses required.
- Active Series 3 is preferred; if not active, willingness to pass the exam within 3 months of joining is required.
Nice to have
- Experience at a retail trading brokerage.
- Familiarity with retail active trading or professional trading platforms.
- Experience with Pylon or similar support platforms.
- Knowledge of PDT rules, margin mechanics, and order types.
Culture & Benefits
- Fast-paced environment supporting active traders and professional trading groups.
- Work closely with clients, internal teams, and trade desk specialists.
- Hybrid work arrangement.
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