| Description | This position involves directly servicing clients via inbound calls, email, and chat on a real time basis with the trading issues that clients encounter; including position management order support, risk analysis, software tutorials, trouble shooting technology issues, along with acquiring potential clients through negotiation and overall market education. The goal is to help clients develop the knowledge, skill, and discipline necessary to be a successful self-directed investor. This position acts as the subject matter expert in trading equities and options and will need to be able to transfer your expertise to your clients. Mentoring clients will take a variety of formats including emails, chats, and phone calls. |
| Qualifications | •Bachelors degree •Trading experience preferred not Required •Securities industry knowledge preferred not required •Present a positive, professional image •Outstanding multitasking, communication, listening and analytical skills •Skills in relationship building, client focus, decision making, and problem solving •Ability to quickly produce clearly written, well-organized documentation •Able to quickly compute mathematical transactions with a high degree of accuracy •Ability to operate Windows based programs which require intermediate computer skills |
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