Client Experience Representative

Who We Are:
TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge. At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation.

What We Are Looking For:
We are seeking a Client Experience Representative who will be responsible for end-to-end client support. The client base that is serviced consists of beginner, novice and sophisticated traders that require a unique level of support. The position will be responsible for client education, client support, platform troubleshooting, and product support. The candidate will be expected to work as a liaison to Sales, Operations and other departments to ensure resolution to all customer requests and issues in a timely fashion.

What You’ll Be Doing:

• Resolve client inquiries via email, chat, and phone
• Work in a team-oriented environment
• Client education
• Account maintenance (historical transaction inquiries, review of commissions, update of account parameters, review of incoming and outgoing financial transactions, etc.)
• Software support
• Maintain a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed Clients' expectations

The Skills You Bring:

• Ability to learn multiple trading platforms in order to handle technical questions in regard to trading as well as software support
• Ability to work in a fast paced and interactive environment
• Familiar with customer account procedures to assist with client inquiries

Minimum Qualifications:

• Bachelor’s degree required
• SIE, Series 7, 63 and 3 licenses, or must be acquired within 90 days

Desired Qualifications:

• Able to work in a customer focused environment that is fast paced and challenging

What We Offer:

• Collaborative work environment
• Competitive Pay
• Yearly bonus and generous 401k plan
• Comprehensive benefits for you and your family starting Day 1, including a Veterinary Discount Plan!
• Generous Paid Time Off plans
• Flexible working environment
• TradeStation Account employee benefits, as well as full access to trading education materials
• Pay Range (US) $55-60K (Countries outside of the US have differing ranges in accordance with local labor markets)

TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.