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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