Clear Street
Associate - Active Trading Support
Birmingham, MI
Sponsorship not specifiedDetected 93 days ago
OnboardingCommunication
About the role
- About Clear Street: Clear Street is modernizing the brokerage ecosystem.
- We've agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs.
- All so we can provide a best-in-class experience for our clients.
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.
- Reports to Active Support Team Lead.
- At least 2 years in fintech or brokerage support
Requirements
- 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.
Nice to have
- Active Series 3 preferred.
- If not active, must be prepared to pass the exam within 3 months of joining.
- Preferred Experience / Skills:
Skills
- 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.
- Experience at a retail trading brokerage pre
- Familiarity with retail (active) trading or professional platforms
- Experience with Pylon or similar support platforms
- Knowledge of PDT rules, margin mechanics, and order types
- Preferred Experience /
- In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.
- Our top priority is our people.
Compensation
- At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance.
Benefits
- At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance.
Company info
- 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.
- Our belief has always been that we are better as a business when we are all together in person.
- As such, beginning on January 2, 2023, we are requiring employees to be in the office 4 days per week.
Equal opportunity
- equal opportunity employer. #LI-Hybrid
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