Client Experience Representative at TradeStation — USA | Base Career

Full Job Posting

Resolve client inquiries via email, chat, and phone
Work in a team-oriented environment
Client education
Account maintenance (historical transaction inquiries, review of commissions, update of account parameters, review of incoming and outgoing financial transactions, etc.)
Software support
Maintain a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed Clients' expectations
Ability to learn multiple trading platforms in order to handle technical questions in regard to trading as well as software support
Ability to work in a fast paced and interactive environment
Familiar with customer account procedures to assist with client inquiries
Bachelor’s degree required
SIE, Series 7, 63 and 3 licenses, or must be acquired within 90 days
Able to work in a customer focused environment that is fast paced and challenging
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) $60-65K (Countries outside of the US have differing ranges in accordance with local labor markets)

Client Experience Representative