Relationship Manager in Plantation, FL at TradeStation

Date Posted: 9/7/2022

Job Snapshot

Job Description

Relationship Manager
Plantation, FL
Who We Are:

TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge.  At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation.

What We Are Looking For:

This position will be responsible for client onboarding and all associated tasks.  The client base consists of a wide range of clients from entry level to sophisticated traders that require a unique level of support.  The position will be responsible for supporting clients in all aspects of account opening, funding, and initial software support.  The candidate will be expected to work as a liaison to Client Services, Operations and other departments to ensure resolution to all customer requests and issues in an expedited fashion.  In addition, the position will be responsible for managing attrition as well as soliciting new business from existing clients.

What You'll Be Doing:
  •  Assist clients with account paperwork, funding, initial software download
  • Function as a VIP point of contact for ongoing issues
  • Resolve client inquiries via email, chat, and phone
  • Work in a team-oriented environment
  • Deliver the highest level of support with extreme dedication to follow-up and organization
  • Ability to work in a fast paced and interactive environment
  • Maintain a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed Clients' expectations.
The Skills You Bring:
  • Successfully pass all relevant industry exams
  • Complete training on CRM and all back-office systems as well as the TradeStation platform
  • Extensive knowledge of multiple trading platforms to handle technical questions related to trading as well as software support
  • Familiar with customer account procedures to assist with client inquiries
  • Ability to work in a fast paced and interactive environment
Minimum Qualifications:
  • College degree required
  • 2+ years of financial services experience
  • Series 7, 63, and 3 required
Desired Qualifications:
  • Additional licenses may be required as the role evolves
What We Offer:
  • Collaborative work environment
  • Competitive salaries
  • Bonus opportunities and generous 401k plan
  • Comprehensive benefits for you and your family starting Day 1, including a Veterinary Discount Plan!
  • Unlimited Paid Time Off
  • Flexible working environment
  • Free TradeStation account, as well as full access to YouCanTrade