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Clear StreetClear StreetBirmingham, MI

Senior Associate - Active Trading Support

Provides front-line support for retail active trading platform, handling inquiries on accounts, PDT, onboarding, and billing via phone, chat, and cases during market hours. Requires 4+ years fintech/brokerage support, Series 7/63 licenses, and trading knowledge.

Salary not listed
Hybrid4+ YOESupport Engineering

About the role

Responsibilities

  • Front-line support for retail active trading platform via phone calls, platform support cases, and live chat through Pylon during market hours.
  • Handle platform questions, account issues, PDT inquiries, onboarding, and billing.
  • Escalate execution/trading issues to trade desk specialists.
  • Report to Active Support Team Lead.

Experience / Skills

  • 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 strongly preferred).
  • Excellent 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 / Skills

  • 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.

Skills

Series 7Series 63Series 3PylonPdt RulesMargin MechanicsEquities TradingOptions TradingFutures Trading
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