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Trade Desk / Operations Representative - accounting / finance - job...

City: Chicago
Date: 10 Jul 2020
Category: Accounting & Finance

TradingBlock is a growing Chicago-based securities and futures brokerage supporting self-directed retail investors, active traders, full-service brokers and registered investment advisors. We’re seeking a proactive, client-centric individual with industry experience and strong knowledge of stocks and complex stock options. Must be willing and able to assist in a wide range of client issues, from order entry to administrative tasks to technical support. Positive attitude and energy are a must. Requires excellent attention to detail as well as superior written and verbal communication skills. Must work well in team and individually and be able to multi-task in a fast-paced environment.

Qualified candidates will be responsible for providing responsive customer service to our brokerage customers through excellent, in-depth knowledge of trading platform features and functionality, account management, clearing and corporate policies and procedures.

• Process new accounts and documentation for new and existing clients
• Field phone and email inquiries regarding open trades, outstanding trade breaks or issues, P/L questions, statements, report requests, etc.
• Execute client and representative stock and option trades on a variety of trading platforms
• Route and track client questions and requests to ensure the client’s expectations are met
• Provide feedback to the appropriate departments regarding service failures or customer concerns
• Provide customer feedback to senior management regarding business issues
• Perform other related duties as assigned
• Effectively manage time-sensitive, stressful situations

• Strong customer orientation for providing courteous, professional service at all times
• Detail-oriented and responsive for providing accurate, timely information and effective problem resolution
• Previous experience serving retail investors, institutional and professional traders, money managers preferred
• Active Series 7 and 63 licenses preferred
• Work experience in equity options and automated trading programs is a decided plus.
• Strong interpersonal, verbal and written communication skills
• High performance and integrity levels with proven experience as a strong team player
• Computer proficiency in Microsoft® suite of products and ability to learn new software
• Ability to multitask and prioritize multiple projects
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