Client Services – Entry Level
Plantation, FL
#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
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