Account Services Representative

Who We Are :

TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge.  At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation.

What You’ll Be Doing :

The Account Services Representative is responsible for a wide range of tasks related to account opening, maintenance, and servicing. This position involves processing client account requests, conducting Know Your Customer (KYC) reviews, offering exceptional customer support, and ensuring effective communication between clients and internal teams. In addition, the role requires the ability to manage multiple tasks in a fast-paced environment, resolve issues quickly, and maintain strong written communication skills.

• Prepare new account paperwork for principal reviews
• Process account openings, closings, and other administrative requests
• Enter account information in various back-office systems
• Conduct background checks for new customers through third-party vendor applications
• Collaborate with internal teams (e.g., Treasury, Client Experience, Sales, Financial Crimes) to resolve client issues and provide timely solutions
• Link brokerage accounts to customer trading log-ins
• Maintain and update accurate client records and account documentation in the firm's CRM and account management systems
• Monitor collaboration queues and take a proactive approach to ensure issues are handled efficiently
• Document procedures to ensure consistency and transparency in processes
• Identify opportunities to improve client satisfaction and escalate complex issues as needed
• Represent TradeStation Securities professionally by providing excellent service and consistently exceeding expectations
• Ensure compliance with regulatory requirements and internal policies

The Skills You Bring :

Minimum Qualifications :

Desired Qualifications :

What We Offer :

TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.

#LI-Hybrid