Senior Associate - Active Trading Support

Posted One Month Ago
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New York, NY, USA
Hybrid
Senior level
Fintech • Software • Financial Services
Speed, Transparency and Scale for Sophisticated Investors™.
The Role
Provides frontline support for a retail active trading platform through phone, support cases, and potentially live chat. Resolves platform, account, PDT, onboarding, billing, and client fund movement inquiries; escalates trading and execution issues. Requires strong communication, composure under pressure, financial operations knowledge, and active Series 7 and Series 63 licenses. Series 3 licensing is preferred or must be obtained within three months.
Summary Generated by Built In

About Clear Street:

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. 

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients. 

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

Senior Associate - Active Trading Support   

Clear Street’s Active division provides powerful tools for active traders, professional trading groups. The platform is designed for speed, efficiency and reliability for a fast paced trading environment. The team manages the client onboarding process, handles client fund movements, responds to operational inquiries from clients and internal team members, and provides support for account-related inquiries. The ideal candidate will have excellent communication skills, be detail oriented and client focused, a strong understanding of financial operations, and the ability to work efficiently in a fast-paced environment.

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.

Required
  • 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)
  • 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
  • Active Series 3 preferred.  If not active, must be prepared to pass the exam within 3 months of joining.

Preferred
  • 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

#LI-Hybrid

Skills Required

  • At least four years of experience in fintech or brokerage support
  • Professional trading experience or trading support experience in operations or client services across equities, options, or futures
  • Futures experience
  • Strong verbal and written communication skills
  • Ability to remain calm and composed under emotional pressure
  • Client service skills and ability to identify and resolve issues
  • Active Series 7 license
  • Active Series 63 license
  • Active Series 3 license
  • Pass the Series 3 exam within three months of joining if not currently active
  • Experience at a retail trading brokerage
  • Familiarity with retail active trading or professional trading platforms
  • Experience with Pylon or similar support platforms
  • Knowledge of PDT rules, margin mechanics, and order types

What the Team is Saying

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Clear Street Compensation & Benefits Highlights

  • Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental-health support, and HSA/FSA options, plus life and disability insurance. Multiple listings characterize these offerings as a strong part of the package.
  • Retirement Support — A 401(k) plan with employer match is consistently mentioned, along with Roth options and a generally competitive retirement setup. Retirement benefits are frequently highlighted among the program’s core strengths for a fintech/financial services employer.
  • Wellbeing & Lifestyle Benefits — Daily office perks such as lunch stipends or free meals, stocked kitchens, commuter benefits, social events, and wellness programming (e.g., yoga, Wellness Week) are widely featured. These perks materially enhance the on-site experience in major hubs.

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The Company
HQ: New York, NY
581 Employees
Year Founded: 2018

What We Do

Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale. We give our clients the technology, tools, and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native, end-to-end capital markets platform powers investor growth today and is transforming how they can interact with markets tomorrow. For more information, visit https://clearstreet.io.

Why Work With Us

Clear Street has thoughtfully cultivated a team that combines problem-solving engineers with financial industry experts across clearing platforms, compliance, and more. The company is focused on building a team that is motivated to tackle fintech innovation and create a collaborative work culture for everyone.

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Clear Street Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Typical time on-site: 4 days a week
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