# Senior Associate - Active Trading Support

**Company:** [Clear Street](https://hotfix.jobs/companies/clear-street)
**Location:** Birmingham, MI
**Role:** Support Engineering
**Experience:** 4+ years
**Skills:** Series 7, Series 63, Series 3, Pylon, Pdt Rules, Margin Mechanics, Equities Trading, Options Trading, Futures Trading
**Posted:** 2026-04-20

> 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.

## Job Description

## 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.

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