Associate - Active Trading Support

Back to jobs New Associate - Active Trading Support New York, NY 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 about 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. Associate - Active Trading Support Clear Street’s Active division provides powerful tools for active traders, professional trading groups. The platform is designed for speed, efficiency and reliability for a fast paced trading environment. The team manages the client onboarding process, handles client fund movements, responds to operational inquiries from clients and internal team members, 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. Required At least 2 years in fintech or brokerage supportProfessional trading experience and/or in a trading support function like Operations or Client Services across equities, options, or futures (futures is strongly preferred)Strong verbal & written communicationCalm and composed under emotional pressureClient Service skills, can work to identify and resolve issuesMust have active Series 7 & Series 63Active Series 3 preferred. If not active, must be prepared to pass the exam within 3 months of joining. Preferred Experience at a retail trading brokerageFamiliarity with retail (active) trading or professional platformsExperience with Pylon or similar support platformsKnowledge of PDT rules, margin mechanics, and order types Create a Job Alert Interested in building your career at Clear Street? Get future opportunities sent straight to your email. Apply for this job indicates a required field First Name* Last Name* Email* Phone Country* Phone* Location (City)* Resume/CV* Attach Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter Attach Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Website What is the minimum annual salary desired (in USD)?* Select... Will you now or in the future require Clear Street to sponsor an employment visa on your behalf to commence or continue to work with us (e.g. H-1B visa status)? * Select... If sponsorship is needed, please explain your current visa type and status. * Are you open to working onsite at least 4 days a week at our NYC Office?* Select... Have you ever worked for Clear Street as a full-time or part-time employee, as an intern or as a temporary/contract employee or through a third-party?* Select... How/where did you first learn about this role?* Select... If you selected "Clear Street Employee" or "Other" please let us know the name of the employee or more information on "Other" respectively. If you did not select "Clear Street Employee" or "Other" please write N/A. Where are you located? * Please provide your full name exactly as it appears on your government-issued identification.* Do you currently hold or have previously held any securities industry licenses (ie - SEC, FINRA, NASAA, CFTC, NFA or other)?* Select... Please provide a list of licenses that you currently hold or have previously held. If you do not have any, please say “None.”* U.S. Standard Demographic Questions We invite all applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process. Your responses will not affect your candidacy in any way. How would you describe your gender identity? (mark all that apply) Select... How would you describe your racial/ethnic background? (mark all that apply) Select... How would you describe your sexual orientation? (mark all that apply) Select... Do you identify as transgender? Select... Do you have a disability or chronic condition (physical, visual, auditory, cognitive, mental, emotional, or other) that substantially limits one or more of your major life activities, including mobility, communication (seeing, hearing, speaking), and learning? Select... Are you a veteran or active member of the United States Armed Forces? Select... Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Clear Street’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Gender Select... Are you Hispanic/Latino? Select... Race & Ethnicity Definitions If You Believe You Belong To Any Of The Categories Of Protected Veterans Listed Below, Please Indicate By Making The Appropriate Selection. As a Government Contractor Subject To The Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), We Request This Information In Order To Measure The Effectiveness Of The Outreach And Positive Recruitment Efforts We Undertake Pursuant To VEVRAA. Classification Of Protected Categories Is As Follows A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Veteran Status Select... Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 07/31/2029 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp. How do you know if you have a disability? A Disability Is a Condition That Substantially Limits One Or More Of Your “major Life Activities.” If You Have Or Have Ever Had Such a Condition, You Are a Person With a Disability. Disabilities Include, But Are Not Limited To Alcohol or other substance use disorder (not currently using drugs illegally)Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDSBlind or low visionCancer (past or present)Cardiovascular or heart diseaseCeliac diseaseCerebral palsyDeaf or serious difficulty hearingDiabetesDisfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disordersEpilepsy or other seizure disorderGastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndromeIntellectual or developmental disabilityMental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSDMissing limbs or partially missing limbsMobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supportsNervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilitiesPartial or complete paralysis (any cause)Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysemaShort stature (dwarfism)Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.