Active Trader Services Representative

Support active and sophisticated traders through inbound interactions, helping them navigate market activity, securities transactions, and trading questions. Explain investment concepts, provide education, connect clients with appropriate trading tools and resources, and build trusted relationships while adhering to industry regulations. Respond to inbound client questions about market activity and securities transactions. Provide trading support for equities, options, mutual funds, fixed income, margin, and other products. Explain complex investment and trading concepts in clear, client-friendly language. Educate clients to help them make informed investment decisions. Identify client needs and connect them with relevant trading tools, resources, and solutions. Build client relationships while following applicable regulations and procedures. Financial markets knowledge Investment products knowledge Securities trading support Equities trading Options trading Mutual funds Fixed income securities Margin trading Brokerage operations Industry regulations Series 7 license (FINRA) required Series 63 license (FINRA) required Series 4 license preferred