Job Description
Full job description
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:
High attention to detail with the ability to thrive in a fast-paced, deadline-driven environment
Ability to multitask and manage a high volume of requests with accuracy
Strong data entry and processing skills
Reliable, punctual and self-starter
Customer service oriented
Strong analytical and organization abilities
Ability to identify areas for process and procedural improvement
Excellent written communication skills
Familiarity with back-office functions and data entry processes
Proficiency in Microsoft Office (Excel, Word, Outlook); familiarity with SunGard Phase 3, GMI, or other back-office brokerage systems is a plus
Minimum Qualifications:
1-2 years of experience in customer service, financial services, or brokerage operations
Desired Qualifications:
Bachelor’s degree preferred
What We Offer:
Collaborative and dynamic work environment
Competitive Salaries
Yearly bonus opportunities
Comprehensive benefits for you and your family starting Day 1
Generous paid time off policies
Access to TradeStation employee benefits, including full access to trading education materials
Pay Range (US) $62-70K (Countries outside of the US have differing ranges in accordance with local labor markets)
TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, ****** 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
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:
High attention to detail with the ability to thrive in a fast-paced, deadline-driven environment
Ability to multitask and manage a high volume of requests with accuracy
Strong data entry and processing skills
Reliable, punctual and self-starter
Customer service oriented
Strong analytical and organization abilities
Ability to identify areas for process and procedural improvement
Excellent written communication skills
Familiarity with back-office functions and data entry processes
Proficiency in Microsoft Office (Excel, Word, Outlook); familiarity with SunGard Phase 3, GMI, or other back-office brokerage systems is a plus
Minimum Qualifications:
1-2 years of experience in customer service, financial services, or brokerage operations
Desired Qualifications:
Bachelor’s degree preferred
What We Offer:
Collaborative and dynamic work environment
Competitive Salaries
Yearly bonus opportunities
Comprehensive benefits for you and your family starting Day 1
Generous paid time off policies
Access to TradeStation employee benefits, including full access to trading education materials
Pay Range (US) $62-70K (Countries outside of the US have differing ranges in accordance with local labor markets)
TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, ****** 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
💡 Quick Summary
Seeking a career-building opportunity? The Account Services Representative position is now open for candidates interested in the Back Office Jobs sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.