Active Trader Services Representative

Support active traders through inbound interactions by explaining market activity, securities transactions, and trading products. Provide education and trading support, answer questions, identify client needs, and connect clients with tools and solutions while following industry regulations.

Responsibilities

• Guide clients through market activity, securities transactions, and trading-related questions.
• Provide education and support to help clients make informed investment decisions.
• Explain financial markets, trading products, and investment concepts clearly.
• Support trading activities involving equities, options, mutual funds, fixed income, and margin.
• Identify client needs and connect clients with relevant trading tools and solutions.
• Build trusted client relationships while complying with industry regulations.

Required Skills

• Financial markets
• Investment products
• Securities trading
• Brokerage operations
• Trading support
• Equities
• Options
• Mutual funds
• Fixed income securities
• Margin trading