Senior Associate - Active Trading Support

About the role

The Senior Associate - Active Trading Support role at Clear Street supports the Active division, which provides powerful tools for active traders. This position involves handling customer inquiries, managing client fund movements, and providing support for account-related issues. The ideal candidate should have at least four years of experience in fintech or brokerage support, professional trading experience, and excellent communication skills.

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 four (4) years in fintech or brokerage support
• Professional trading experience and/or in a trading support function like Operations or Client Services across equities, options, or futures (futures is strongly preferred)
• Active Series 7 & Series 63
• Active Series 3 preferred. If not active, must be prepared to pass the exam within 3 months of joining.

Qualifications

• Familiarity with retail (active) trading or professional platforms
• Experience with Pylon or similar support platforms
• Knowledge of PDT rules, margin mechanics, and order types

Skills

• Excellent verbal & written communication
• Calm and composed under emotional pressure
• Client Service skills, can work to identify and resolve issues

Benefits

We Offer:

• Competitive compensation packages
• Company equity
• 401k matching
• Gender neutral parental leave
• Full medical, dental and vision insurance
• In-office benefits including lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views

Pay

Details TBD

Schedule

Details TBD

Pay

Details TBD

Benefits

Details TBD