Client Experience Trader
$60,000–$68,000 year
On-site · Plantation Broward County, Florida, United States
Job Summary
Client Experience Trader role handling end-to-end client support for sophisticated traders, including live order entry across asset classes, providing quotes and balance/positions information, resolving inquiries via email/chat/phone, and collaborating with Sales/Operations. Requires completing live trader training, understanding policies and systems for live trading, and maintaining professional client interactions. On-site in Plantation, FL. Must have completed industry exams (SIE, Series 7, 63, 3) and hold a college degree, with 4–6 years of financial services experience and proficiency with multiple trading platforms. Responsibilities include account maintenance, software support, and ensuring high client satisfaction.
Required Qualifications
- College degree required
- SIE, Series 7, 63, and 3 licenses
- Successfully complete order entry training
- Proficiency in providing order entry across all asset classes
- Extensive knowledge of multiple trading platforms
- Experience with client inquiries via email, chat, and phone
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