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 platform questions, account issues, PDT inquiries, onboarding, and billing, and escalates execution/trading issues to trade desk specialists.

Responsibilities

• Front-line support for a retail active trading platform via phone calls, platform support cases, and potentially live chat during market hours.
• Handles platform questions, account issues, PDT inquiries, onboarding, and billing.
• Escalates execution/trading issues to trade desk specialists.
• Reports to the 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).
• Excellent verbal & written communication skills.
• Calm and composed under emotional pressure.
• Client Service skills, able to identify and resolve issues.
• Active Series 7 & Series 63 licenses.
• Active Series 3 preferred, must be prepared to pass the exam within 3 months of joining.

Preferred Experience / Skills

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

We Offer

• Base Salary Range: $110,000 - $130,000 for the Del Mar, CA office.
• Competitive compensation packages including company equity, 401k matching, gender neutral parental leave, and comprehensive health benefits.
• In-office benefits such as lunch stipends, fully stocked kitchens, and a great location.
• A commitment to diversity and inclusion, fostering a collaborative and supportive workplace.

Pay

The Base Salary Range is $110,000 - $130,000 for the Del Mar, CA office. These ranges are representative of the starting base salaries for this role at Clear Street. Which range a candidate fits into and where a candidate falls in the range will be based on job related factors such as relevant experience, skills, and location. These ranges represent Base Salary only, which is just one element of Clear Street's total compensation. The ranges stated do not include other factors of total compensation such as bonuses or equity.

Schedule

Beginning on January 2, 2023, employees are required to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.