Trade Desk Representative in Chicago, IL at TradeStation

Date Posted: 5/27/2021

Job Snapshot

Job Description

Trade Desk Representative
Chicago, IL
TradeStation is an on-line 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.  We have built a team of amazing people who work together in a high performance culture to provide our clients with exceptional products and services.  We offer a collaborative and flexible work environment, competitive salaries, comprehensive benefits and a generous PTO policy.  
This position will be responsible for providing phone-based client support to TradeStation’s retail clientele for the Equities, Futures, and Crypto asset classes.  The client base that is serviced consists of both sophisticated and novice traders that require a unique level of support.  The position will be responsible for supporting clients in all aspects of live trading and product support.  The candidate will be expected to work in a fast paced and risk-based environment while collaborating effectively with multiple other internal departments. to ensure resolution to all customer trading inquiries in a timely fashion. 
ESSENTIAL JOB FUNCTIONS:
  • Assist clients with executing live orders, providing quotes and information on live balances and positions
  • Provide detailed information on live order routing questions
  • Provide Order Entry assistance across all asset classes (Equities, Futures, & Crypto)
  • Work in a team and compliance-oriented environment
  • Account maintenance (transaction inquiries, commission review, etc.)
  • 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
KNOWLEDGE, SKILLS & ABILITIES: 
  • Required to pass all relevant industry exams
  • Successfully complete order entry training
  • Demonstrate proficiency in providing order entry assistance across all asset classes
  • Complete live trader training and exhibit a thorough understanding of the policies, procedures and systems necessary for assisting clients in a live trading environment
  • Extensive knowledge of multiple trading platforms in order to handle technical questions in regard to trading
  • Familiar with customer account procedures to assist with client inquiries
EDUCATION & EXPERIENCE:
  • College degree required
  • 4-6 years of financial services experience. 
Preferred Licensing
Series 7, SIE, 63, & 3.  Additional licensing may be required as the role evolves.