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Clear Street is a fintech firm modernizing the brokerage ecosystem with a cloud-native clearing and custody platform supporting billions in daily trading volume. The Active division serves professional traders and active trading groups with tools designed for speed, efficiency, and reliability.
As Senior Associate for Active Trading Support, you will be the front-line support contact for Clear Street's retail active trading platform. Your primary responsibilities include handling incoming phone calls, platform support cases, and live chat during market hours. You will address platform questions, account issues, PDT (Pattern Day Trader) 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.
This role requires at least four years of experience in fintech or brokerage support, with professional trading experience or background in trading support functions such as operations or client services. You must have deep familiarity with equities, options, or futures markets (futures experience is strongly preferred). Strong verbal and written communication skills are essential, as is the ability to remain calm and composed under pressure while identifying and resolving client issues.
Required credentials include active Series 7 and Series 63 licenses. An active Series 3 license is preferred; if not currently active, you must be prepared to pass the exam within three months of joining. Experience at a retail trading brokerage, familiarity with active trading platforms, knowledge of Pylon or similar support systems, and understanding of PDT rules, margin mechanics, and order types are all valued.
