Senior Associate - Active Trading Support (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Senior Associate - Active Trading Support (Fintech): Providing front-line operational support for a retail active trading platform with an accent on client inquiries, account management, and fund movements. Focus on resolving complex trading issues, managing onboarding, and ensuring platform reliability in a fast-paced market environment.
Location: Must be based in Birmingham, MI (Hybrid: 4 days per week in-office)
Company
is a diversified financial services firm modernizing the brokerage ecosystem with a cloud-native clearing and custody system.
What you will do
- Manage incoming phone calls, support cases, and live chat inquiries during market hours.
- Handle platform questions, account issues, PDT inquiries, onboarding, and billing.
- Escalate execution and trading issues to trade desk specialists.
- Provide support for account-related inquiries and client fund movements.
- Collaborate with internal teams to resolve operational challenges.
Requirements
- At least 4 years of experience in fintech or brokerage support.
- Active Series 7 and Series 63 licenses required.
- Professional trading experience or background in Operations/Client Services across equities, options, or futures.
- Excellent verbal and written communication skills.
- Ability to remain calm and composed under emotional pressure.
- Must be prepared to pass the Series 3 exam within 3 months if not already active.
Nice to have
- 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.
Culture & Benefits
- Competitive compensation packages and company equity.
- 401k matching and comprehensive medical, dental, and vision insurance.
- Gender-neutral parental leave.
- In-office perks including lunch stipends, stocked kitchens, and team happy hours.
- Collaborative, diverse, and high-performance work environment.
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