Client Services Representative (2)
Plantation, FL
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Posted on August 24,2011
This position will be responsible for end to end client support. The client base that is serviced consists of sophisticated traders that require a unique level of support. The position will be responsible for client education, client trading support, platform troubleshooting, and product support. The candidate will be expected to work as a liaison to Operations, Sales and other departments to ensure resolution to all customer requests and issues in a timely fashion.
Responsibilities:
- Resolving client inquiries via email and phone
- Work in a team oriented environment
- Client education
- Account maintenance (historical transactions inquiries, review of commissions, update of account parameters, review of incoming and outgoing financial transactions, etc.)
- Software support
- Ability to work in a fast paced and interactive environment
- Maintain a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed Clients' expectations.
Requirements:
- The candidate will be required to pass Series 3 & 34 exams within three months of hire date if license is not already held.
- The candidate will be expected to learn the trading platform in order to handle technical questions with regard to trading as well as software.
- Candidate will be expected to be familiar with customer account procedures to assist with client inquiries.
- 2-3 years of financial services experience.
- Candidate should be willing to work in a customer focused environment that is fast paced and challenging.
- Series 7 & 63. Series 3, 34 & 24 preferred.