3h ago
Financial Services Associate
Fort Lauderdale, Florida, United States
full-timejunior Hybridfinancial services
Description
You will be the first point of contact for clients, providing support via phone, email, and chat. You'll guide users through trading tools, troubleshoot account and trading issues, and collaborate with internal teams to improve the client experience.
Requirements
- Bachelor's degree in finance, economics, business, or STEM preferred
- 1-3 years experience in customer-facing, finance, or tech role
- Self-motivated with minimal supervision
- Strong communication and problem-solving skills
- Understanding of stocks, options, futures, forex, crypto, fixed income
Responsibilities
- Serve as first point of contact for clients via phone, email, and chat
- Guide users through trading tools and multi-asset strategies
- Troubleshoot account management, funding, and trading issues
- Collaborate with technology, risk, and operations teams
- Identify opportunities to improve processes and tools
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