# Associate - Active Trading Support

**Company:** [Clear Street](https://hotfix.jobs/companies/clear-street)
**Location:** Birmingham, MI
**Role:** Support Engineering
**Experience:** 2+ years
**Skills:** Series 7, Series 63, Series 3, Pdt Rules, Margin Mechanics, Order Types, Pylon, Fintech Support, Brokerage Operations, Client Services, Equities, Options, Futures
**Posted:** 2026-04-20

> 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.

## Job Description

## 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.

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