Related skills
slack salesforce finra series 7 finra series 63 option execution📋 Description
- Provide friendly, efficient customer service via phone, chat, and email.
- Utilize in-depth knowledge of trading software and platform features.
- Assist customers with complex option orders and execution.
- Identify customer needs and offer solutions for self-directed investing.
- Work Mon-Fri, 7am-4pm or 8am-5pm based on staffing.
- Based in Chicago, IL; in-person role.
🎯 Requirements
- 2-3 years in high-volume call/contact center or trading support.
- FINRA Series 3, 7, and 63 certifications.
- Strong interpersonal skills; proficient with Salesforce, Slack, Teams.
- Familiar with Regulation T and portfolio margin accounts.
- Knowledge of futures and options on futures.
- Ability to multitask in a fast-paced, high-volume environment.
🎁 Benefits
- Performance bonuses
- Stock purchase options
- 401k plan
- Medical/Dental/Vision benefits
- 20 paid vacation days + birthday day
- 10 paid sick days
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