Associate - CP Client Partner

Clear Street•Birmingham, MI

1d•Hybrid

About The Position

Clear Street is modernizing the brokerage ecosystem, founded in 2018 as a diversified financial services firm replacing legacy infrastructure in capital markets. They built a cloud-native clearing and custody system integrated with central clearing houses and exchanges, supporting billions in trading volume daily. The company focuses on providing a best-in-class client experience through highly-skilled product and engineering talent combined with seasoned finance professionals. The Active division of Clear Street offers powerful tools for active traders and professional trading groups, designed for speed, efficiency, and reliability. The team manages client onboarding, fund movements, operational inquiries, and account-related support. The ideal candidate will possess excellent communication skills, be detail-oriented, client-focused, have 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 pre
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.