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 4+ years fintech/brokerage experience, Series 7/63 licenses, and trading knowledge.
110k – 130k/yr
Hybrid4+ YOESupport Engineering
About the role
Responsibilities
Front-line support for a retail active trading platform via phone calls, platform support cases, and potentially 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 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 (must pass within 3 months if not active).
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.
Compensation
Base Salary Range: $110,000 - $130,000 for New York office (does not include bonuses or equity).
Competitive compensation packages, company equity, 401k matching, full medical, dental, and vision insurance.
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 4+ years fintech/brokerage support, Series 7/63 licenses, and trading knowledge.
110k – 130k/yr
Hybrid4+ YOESupport Engineering
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