Client Experience Representative

TradeStation•Plantation, FL

2h•$60,000 - $65,000•Onsite

About The Position

TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators. At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that’s using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you’re joining a culture where AI is how we work. 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 Plantation office at 8050 SW 10th Street, Suite 2000, Plantation, FL 33324.

Requirements

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
Bachelor’s degree required
SIE, Series 7, 63 and 3 licenses, or must be acquired within 90 days

Nice To Haves

Able to work in a customer focused environment that is fast paced and challenging

Responsibilities

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