Supports enterprise brokerage clients with order entry, execution, FIX sessions, account issues, and trading activity monitoring. The role requires brokerage or trading experience, customer relationship skills, familiarity with equities and FIX protocol, and relevant FINRA licensing.
Salary not listed
Remote2+ YOECustomer Success
About the role
Responsibilities
Customer Support
Deliver high-quality support to enterprise-level clients through phone, email, and chat.
Investigate and resolve issues involving account management, order entry, processing, execution, FIX sessions, and OMS functionality.
Troubleshoot client and technical issues to ensure seamless operations.
Trading Services
Monitor client accounts and trading activity for anomalies, providing timely alerts and support.
Stay informed about market developments and trading infrastructure to provide relevant guidance and insights.
Monitor corporate actions, including dividends, stock splits, and mergers, ensuring accurate and timely communication and resolution.
Collaboration and Feedback
Work with trading desks, operations, IT, and compliance teams to resolve client issues efficiently.
Collect client feedback and share insights with product development and management teams to improve services and tools.
Compliance and Risk Management
Ensure client interactions and trading-related activities comply with regulatory requirements and internal policies.
Identify and address potential risks associated with client operations and trading processes.
Requirements
Bachelor's degree in Finance, Business Administration, Economics, or a related field.
2–3 years of experience in brokerage operations, trading, or a related field.
Experience in customer support, relationship management, and trading services.
Experience with trading platforms and equities trading; familiarity with the FIX protocol.
Options experience is a plus.
FINRA Series 7 or 63, or local equivalent; willingness to obtain the required certification within the first six months.
Strong communication and interpersonal skills, with the ability to build and maintain client relationships.
Excellent written and verbal English communication skills.
Proficiency in a language other than English; French, German, or Arabic are a plus.
Ability to work independently, manage priorities, and meet deadlines in a fast-paced environment.
High ethical standards and commitment to confidentiality.
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