Associate - Active Trading Support

Clear Street•Del Mar, CA

10h•Hybrid

About The Position

Clear Street is modernizing the brokerage ecosystem, founded in 2018, as a diversified financial services firm replacing legacy infrastructure across capital markets. They built a completely cloud-native clearing and custody system designed for today’s complex, global market, fully integrated with central clearing houses and exchanges to support billions in trading volume per day. The company combines highly-skilled product and engineering talent with seasoned finance professionals to build the essentials for fast-paced markets. Clear Street’s Active division provides powerful tools for active traders and professional trading groups, with a platform designed for speed, efficiency, and reliability. 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 be able 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

Active Series 3 preferred
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.