Associate - Active Trading Support
Core
Front-line support for a retail active trading platform, handling account issues, onboarding, billing, and trading inquiries via phone, chat, and cases.
Role type
Associate, Active Trading Support
Builds
Client support operations for a cloud-native clearing and custody system
Domain
Financial services / Capital markets / Active trading
Deliverable
client delivery
Required skills
Financial operations knowledge, Equities/Options/Futures trading experience, Series 7, Series 63, Series 3 (or ability to pass within 3 months), Pylon platform familiarity, PDT rules knowledge, Margin mechanics knowledge, Order types knowledge
Preferred skills
Retail trading brokerage experience, Professional trading platform familiarity, Active Series 3 certification
Responsibilities
Handle incoming phone calls, platform support cases, and live chat during market hours; Resolve platform questions, account issues, PDT inquiries, onboarding, and billing; Escalate execution/trading issues to trade desk specialists
Seniority
Associate, entry-level IC
