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
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 through Pylon during market hours.
Handles platform questions, account issues, PDT inquiries, onboarding, and billing.
Escalates execution/trading issues to trade desk specialists.
Reports 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. If not active, must be prepared to pass the exam within 3 months of joining.
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 Del Mar, CA office
Additional: bonuses, equity, 401k matching, full medical/dental/vision insurance
Skills
Series 7Series 63Series 3PylonPdt RulesMargin MechanicsEquitiesOptionsFuturesFintech Support
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
Hybrid4+ YOESupport Engineering
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