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Clear Street is a modernized brokerage platform founded in 2018, replacing legacy infrastructure across capital markets with a cloud-native clearing and custody system. The Active division provides tools for professional traders and active trading groups, handling billions in daily trading volume.
As an Associate in Active Trading Support, you will serve as the front-line support team for Clear Street's retail active trading platform. Your primary responsibilities include handling incoming phone calls, platform support cases, and live chat inquiries during market hours. You will address platform questions, account issues, pattern day trader (PDT) inquiries, client onboarding, and billing questions. You will escalate execution and trading issues to specialized trade desk teams and report to the Active Support Team Lead.
The role requires at least 2 years of experience in fintech or brokerage support, with professional trading experience or background in trading support functions such as operations or client services (equities, options, or futures preferred). You must possess active Series 7 and Series 63 licenses, with an active Series 3 preferred or a commitment to pass the exam within 3 months of joining.
Key competencies include strong verbal and written communication, ability to remain calm under pressure, excellent client service and problem-solving skills, and familiarity with trading platforms and operations. Preferred qualifications include experience at a retail trading brokerage, knowledge of PDT rules and margin mechanics, and familiarity with support platforms like Pylon.
