Job description

Responsibilities include:

● Respond to both new and existing customer inquiries related to a variety of topics including account opening, trading, customer statements, reports, technology, etc.

● Take and submit orders from customers as needed

● Act as a liaison between customers and technical support

● Act as a liaison between customers and clearing firm

● Maintain current knowledge of products, software, industry regulations

● Involved in problem resolution and reconciliation related to trading and settlement

● Interact with market centers to troubleshoot problems and minimize firm risk

● Perform special assignments and activities as defined by management

Who we are looking for:

● Bachelor's degree in finance or related field is required

● Demonstrated experience in customer service and support

● Knowledge related to equities, options, and futures trading

● Experience/knowledge of electronic trading a plus

● Creativity and ability to multitask is required

● Series 7 required, Series 63 a plus

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

License/Certification:

• Series 7 (Required)

Work Location: Hybrid remote in Morristown, NJ 07960

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