Provides front-line support for retail active trading platform, handling inquiries on accounts, PDT, onboarding, and billing via phone and chat during market hours. Requires 2+ years fintech/brokerage support, Series 7/63 licenses, and trading knowledge.
Salary not listed
Hybrid2+ YOESupport Engineering
About the role
Responsibilities
Front-line support for retail active trading platform via phone calls, platform support cases, and live chat 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 2 years in fintech or brokerage support.
Professional trading experience and/or trading support in Operations or Client Services across equities, options, or futures (futures strongly preferred).
Strong verbal & written communication.
Calm and composed under emotional pressure.
Client service skills to identify and resolve issues.
Active Series 7 & Series 63 required.
Active Series 3 preferred (must pass within 3 months if not active).
Preferred Experience / Skills
Experience at 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.
We Offer
Competitive compensation packages, company equity, 401k matching, gender neutral parental leave, full medical, dental, and vision insurance.
Skills
Series 7Series 63Series 3Pdt RulesMargin MechanicsOrder TypesPylonFintech SupportBrokerage OperationsClient ServicesEquitiesOptionsFutures
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