3h ago
Financial Services Associate
Chicago, IL
full-time HybridFinancial Services
Description
As a Financial Services Associate, you will serve as the first point of contact for clients, guiding them through trading tools, troubleshooting account and trading issues, and collaborating with internal teams to ensure a seamless client experience. This role offers the chance to learn global financial markets and problem-solving skills in a fast-paced environment.
Requirements
- Bachelor's degree in finance, economics, business, STEM, or related field preferred
- 1-3 years customer-facing, finance, or technology experience
- Self-motivated with minimal supervision
- Strong communication and problem-solving skills
- In-depth 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 process and tool improvements
0 views 0 saves 0 applications