# Senior Associate - Active Trading Support

**Company:** [Clear Street](https://hotfix.jobs/companies/clear-street)
**Location:** New York, NY
**Role:** Customer Support
**Experience:** 4+ years
**Skills:** Pylon, Series 7, Series 63, Series 3, Equities, Options, Futures, Pdt Rules, Margin Mechanics, Order Types, Client Services
**Posted:** 2026-09-02

> Provides front-line operational and platform support for an active trading brokerage, handling account, onboarding, billing, and trading-related inquiries. Requires at least four years of fintech or brokerage support experience, active Series 7 and Series 63 licenses, and strong client-service skills.

## Job Description

## Responsibilities
- Provide front-line support for a retail active trading platform during market hours through incoming phone calls, platform support cases, and potentially live chat via Pylon.
- Handle platform questions, account issues, pattern day trader (PDT) inquiries, client onboarding, and billing matters.
- Escalate execution and trading issues to trade desk specialists.
- Support client fund movements and account-related inquiries.
- Identify and resolve client issues while maintaining composure under emotional pressure.

## Requirements
- At least 4 years of experience in fintech or brokerage support.
- Professional trading experience and/or experience in trading support functions such as operations or client services across equities, options, or futures; futures experience is strongly preferred.
- Excellent verbal and written communication skills.
- Strong client service and problem-solving skills.
- Active Series 7 and Series 63 licenses.
- If Series 3 is not active, willingness to pass the exam within 3 months of joining.

## Nice-to-haves
- Experience at a retail trading brokerage.
- Familiarity with retail active-trading or professional trading platforms.
- Experience with Pylon or a similar support platform.
- Knowledge of PDT rules, margin mechanics, and order types.

## Similar jobs

- [Senior Customer Contact Specialist, Chat Support](https://hotfix.jobs/jobs/6f2a72c4-52a7-414a-b7ce-5dea51ce1727) - Upstart - Columbus, OH - $25 – $25/hr
- [Senior Borrower Success Associate](https://hotfix.jobs/jobs/e93c9bfe-3279-4428-b2a0-e4733d26c861) - Upstart - Remote - $23 – $31/hr
- [Customer Experience Manager](https://hotfix.jobs/jobs/9675ddd3-ae57-496b-8d4e-49968ec46d28) - Harvey - San Francisco, CA - $144k – $216k/yr
- [Lead, Member Support](https://hotfix.jobs/jobs/9c251e96-2d92-42f4-bbb6-6c0532b3585e) - SmithRx - Plano, TX - $54k – $64k/yr
- [Lab Visit Support Lead](https://hotfix.jobs/jobs/9d7021b0-d3a6-4422-be5b-d06b93bee426) - Function Health - Remote

**Apply:** https://hotfix.jobs/jobs/52e6dcdd-2920-47ac-bf76-9b661f2619d5
**Canonical:** https://hotfix.jobs/jobs/52e6dcdd-2920-47ac-bf76-9b661f2619d5