Associate - Active Trading Support

Clear Street · New York, NY · 1 mo ago

HybridOTHRFull-time

About Clear Street

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized over our data model abstractions, created horizontal scalability, and crafted thoughtful APIs—all so we can provide a best-in-class experience for our clients. By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

About the role

Clear Street’s Active division provides powerful tools for active traders and professional trading groups. The platform is designed for speed, efficiency, and reliability in a fast-paced trading environment. The team manages client onboarding, handles client fund movements, responds to operational inquiries from clients and internal teams, and provides support for account-related inquiries. The ideal candidate will have excellent communication skills, be detail-oriented and client-focused, a strong understanding of financial operations, and the ability to work efficiently in a fast-paced environment.

Responsibilities

Front-line support for a retail active trading platform
Primary channel will be incoming 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

Requirements

At least 2 years in fintech or brokerage support
Professional trading experience and/or experience in a trading support function like Operations or Client Services across equities, options, or futures (futures is strongly preferred)
Strong verbal and written communication
Calm and composed under emotional pressure
Client service skills; able 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