Client Services Entry Level

Client Services – Entry Level
Chicago, IL

#WeAreTradeStation

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.  We offer a collaborative work environment, competitive salaries, comprehensive benefits and a generous PTO policy.

We are seeking Client Services Representatives who will be responsible for end-to-end client support.  The client base that is serviced consists of beginner, novice and sophisticated traders that require a unique level of support.  The position will be responsible for client education, client support, platform troubleshooting, and product support.  The candidate will be expected to work as a liaison to Sales, Operations and other departments to ensure resolution to all customer requests and issues in a timely fashion.

ESSENTIAL JOB FUNCTIONS:

• 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

KNOWLEDGE, SKILLS & ABILITIES:

• 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

EDUCATION & EXPERIENCE:

• Bachelor’s degree required
• Candidate should be willing to work in a customer focused environment that is fast paced and challenging