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Client Services Trader

Company: TradeStation
Location: Chicago
Posted on: January 16, 2022

Job Description:

Client Services TraderChicago, IL#WeAreTradeStationTradeStation 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.-- - We offer a collaborative work environment, competitive salaries, comprehensive benefits and a generous PTO policy.We are seeking Client Services Representatives who will be responsible for end-to-end client-- -support.-- - The client base that is serviced consists of sophisticated traders that require a unique level of support.-- - The position will be responsible for supporting clients in all aspects of live and simulated trading 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.-- -ESSENTIAL JOB FUNCTIONS: Assist clients with executing live orders, providing quotes and information on live balances and positions Provide Order Entry assistance across all asset classes Resolving client inquiries via email, chat, and phone Work in a team-oriented environment Account maintenance (transaction inquiries, commission review, etc.) Software support Ability to work in a fast paced and interactive environment Maintain a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed Clients' expectations.KNOWLEDGE, SKILLS & ABILITIES:-- - Required to have passed all relevant industry exams Successfully complete order entry training Demonstrate proficiency in providing order entry assistance across all asset classes Complete live trader training and exhibit a thorough understanding of the policies, procedures and systems necessary for assisting clients in a live trading environment Extensive knowledge of multiple trading platforms in order to handle technical questions in regard to trading as well as software support Familiar with customer account procedures to assist with client inquiriesEDUCATION & EXPERIENCE: College degree required 4-6 years of financial services experienceCERTIFICATIONS REQUIRED:-- - Series 7, 63, and 3 required Additional licenses may be required as the job role evolves

Keywords: TradeStation, Chicago , Client Services Trader, Accounting, Auditing , Chicago, Illinois

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