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Client Experience Trader

TradeStation

Plantation, Florida

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JOB DETAILS
SALARY
$60,000–$68,000 Per Year
SKILLS
Artificial Intelligence (AI), Brokerage, Customer Experience, Customer Support/Service, Ecosystems, Employee Benefits, Equal Employment Opportunity (EEO), Financial Services, Identify Issues, Multiplatform/Cross-Platform, Order Processing, Problem Solving Skills, Process Development, Product Support, Resolve Customer Issues, Sales Operations, Series 7, Software Administration, Team Player, Time Management, Trading Platforms
LOCATION
Plantation, Florida
POSTED
9 days ago
Who We Are:
 
TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators.
 
At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that’s using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you’re joining a culture where AI is how we work.
 
Are you ready to make yourself at home?
 
What We Are Looking For:
 
We are seeking a Client Experience Trader 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.
 
This is an on-site position in our Plantation office at 8050 SW 10th Street, Suite 2000, Plantation, FL 33324.
 
What You’ll Be Doing:
  • Assist clients with executing live orders, providing quotes and information on live balances and positions
  • Provide Order Entry assistance across all asset classes
  • Resolve 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
The Skills You Bring:
  • 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 inquiries
Minimum Qualifications:
  • College degree required
  • 4-6 years of financial services experience
  • SIE, Series 7, 63, and 3 licenses
Desired Qualifications:
  • Additional licenses may be required as the job role evolves
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) $60-68K (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.
 

About the Company

T

TradeStation


TradeStation Group, Inc., through its principal operating subsidiaries, TradeStation Securities, Inc. and IBFX, Inc. offers the TradeStation analysis and trading platform to the active trader and certain institutional trader markets. The TradeStation platform offers electronic order execution and enables clients to design, test, optimize, monitor and automate their own custom equities, options, futures and forex trading strategies. TradeStation acquired IBFX Holdings, LLC in November 2011, expanding TradeStation's forex business in the U.S. and globally. TradeStation is a wholly owned subsidiary of Monex Group, Inc., one of the largest online financial services providers in Japan.

TradeStation Securities, Inc. (Member NYSE, FINRA, SIPC, NSCC, DTC, OCC & NFA) is a licensed securities broker-dealer and a registered futures commission merchant, and also a member of the Boston Options Exchange, Chicago Board Options Exchange, Chicago Stock Exchange, International Securities Exchange and NASDAQ OMX. Its TradeStation Prime Services division, based in New York, seeks to provide prime brokerage services, including securities lending, to small and mid-sized hedge funds and other firms. IBFX, Inc. (Member NFA), a Retail Foreign Exchange Dealer (RFED), and IBFX Australia Pty. Ltd., authorized and regulated by the Australian Securities and Investment Commission, provide the company's forex brokerage offering. The company's technology subsidiary, TradeStation Technologies, Inc., develops and offers strategy trading software tools and sub ion services. TradeStation Europe Limited is an FSA-authorized brokerage firm that introduces UK and other European accounts to TradeStation Securities, Inc. and IBFX, Inc.

Monex Group, Inc. (Tokyo Stock Exchange 1st section: 8698; Chairman and CEO: Oki Matsumoto) provides online investment and trading services for retail and institutional customers around the world through its subsidiaries, including Monex in Japan, TradeStation in the U.S. and Europe, Monex Boom in Hong Kong and IBFX for forex business. Monex Group is pursuing its "Global Vision" strategy to establish a truly global online financial institution that creates positive synergies for all stakeholders.

Its main subsidiary, Monex Inc., one of the largest online securities brokerages in Japan, provides advanced and unique financial services to its nearly 1 million individual investors. Monex Group's services also cover M&A advisory, debt and equity underwriting, asset management focusing on alternative investments, investment education and other investment banking functions in Japan.

COMPANY SIZE
100 to 499 employees
INDUSTRY
Financial Services
FOUNDED
1982
WEBSITE
http://www.tradestation.com/

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