Trade Station Group, Inc.
Client Experience Representative
Trade Station Group, Inc., Chicago, Illinois, United States, 60290
[Link available when viewing the job]
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 We are seeking a Client Experience Representative 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.
This is an on-site position in our Chicago office at 120 South Riverside Plaza, Suite 1650, Chicago, IL 60606.
What You’ll Be Doing
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
The Skills You Bring
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
Minimum Qualifications
Bachelor’s degree required
SIE, Series 7, 63 and 3 licenses, or must be acquired within 90 days
Desired Qualifications
Able to work in a customer focused environment that is fast paced and challenging
What We Offer
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)
TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.
#J-18808-Ljbffr
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 We are seeking a Client Experience Representative 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.
This is an on-site position in our Chicago office at 120 South Riverside Plaza, Suite 1650, Chicago, IL 60606.
What You’ll Be Doing
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
The Skills You Bring
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
Minimum Qualifications
Bachelor’s degree required
SIE, Series 7, 63 and 3 licenses, or must be acquired within 90 days
Desired Qualifications
Able to work in a customer focused environment that is fast paced and challenging
What We Offer
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)
TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.
#J-18808-Ljbffr