Associate - Active Trading Support

Clear Street•Birmingham, MI

11d•Hybrid

About The Position

Clear Street is modernizing the brokerage ecosystem by replacing legacy infrastructure with a cloud-native clearing and custody system. Founded in 2018, it is a diversified financial services firm with a platform fully integrated with central clearing houses and exchanges, supporting billions in trading volume per day. The company focuses on data model abstractions, horizontal scalability, and thoughtful APIs to provide a best-in-class client experience. The Active division provides powerful tools for active traders and professional trading groups, with a platform designed for speed, efficiency, and reliability in a fast-paced trading environment. The team manages the client onboarding process, handles client fund movements, responds to operational inquiries from clients and internal team members, and provides support for account-related inquiries. The ideal candidate will have excellent communication skills, be detail-oriented and client-focused, possess a strong understanding of financial operations, and demonstrate the ability to work efficiently in a fast-paced environment.

Requirements

At least 2 years in fintech or brokerage support
Professional trading experience and/or in a trading support function like Operations or Client Services across equities, options, or futures (futures is strongly preferred)
Strong verbal & written communication
Calm and composed under emotional pressure
Client Service skills, can work to identify and resolve issues
Must have active Series 7 & Series 63
Must be prepared to pass the Series 3 exam within 3 months of joining if not active

Nice To Haves

Experience at a retail trading brokerage
Familiarity with retail (active) trading or professional platforms
Experience with Pylon or similar support platforms
Knowledge of PDT rules, margin mechanics, and order types

Responsibilities

Front-line support for a retail active trading platform.
Primary channel will be incoming phone calls, platform support cases and (potentially) live chat through Pylon during market hours.
Handles platform questions, account issues, PDT inquiries, onboarding, and billing.
Escalates execution/trading issues to trade desk specialists.
Reports to Active Support Team Lead.