Senior Associate - Active Trading Support

Clear StreetNew York, NY
Hybrid

About The Position

Clear Street is a diversified financial services firm founded in 2018, focused on modernizing the brokerage ecosystem by replacing legacy infrastructure with a cloud-native clearing and custody system. This platform is fully integrated with central clearing houses and exchanges, supporting billions in daily trading volume through thoughtful APIs and horizontal scalability. The firm combines skilled product and engineering talent with seasoned finance professionals to build essential tools for fast-paced markets. The Active division provides powerful tools for active traders and professional trading groups, emphasizing 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 four (4) 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)
  • Excellent 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
  • If Series 3 is not active, must be prepared to pass the exam within 3 months of joining.

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.

Benefits

  • Competitive compensation packages
  • Company equity
  • 401k matching
  • Gender neutral parental leave
  • Full medical, dental and vision insurance
  • Lunch stipends
  • Fully stocked kitchens
  • Happy hours
  • A great location and amazing views

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Education Level

No Education Listed

Number of Employees

11-50 employees

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