Senior Associate - Active Trading Support

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.