Brokerage Support Analyst
New
T
TradeifyFintech
Remote - USAFull-TimeMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- 1–3+ years
Requirements
- 1–3+ years of experience in brokerage support, financial services support, fintech support, or trading operations
- Strong communication skills with a customer-first mindset
- High attention to detail and ability to work quickly under pressure
- Comfortable handling multiple chats/tickets at once
- Strong problem-solving ability and ownership mentality
- Familiarity with futures trading, brokerage accounts, or trading platforms
- Experience supporting active traders or brokerage customers (preferred)
- Knowledge of futures markets, margin, risk controls, and order types (preferred)
- Experience with ticketing systems such as Zendesk, Intercom, or similar (preferred)
- Exposure to clearing firms, FCM workflows, or brokerage back-office processes (preferred)
- Startup or high-growth company experience (preferred)
Responsibilities
- Serve as a primary point of contact for brokerage clients via email, chat, and ticketing systems
- Assist customers with new account onboarding, KYC documentation, and account setup
- Respond to inquiries related to logins, platform access, market data, order routing, balances, and funding requests
- Help troubleshoot common trading platform or connectivity issues
- Deliver high-touch service to active traders in a timely and professional manner
- Monitor incoming support queues and prioritize urgent trader issues
- Assist with account maintenance requests including profile updates, permissions, and basic account changes
- Coordinate with clearing firms, FCM partners, and internal teams when escalations are required
- Track support trends and recurring issues to improve internal workflows
- Escalate suspicious activity, complaints, or regulatory concerns appropriately
- Follow internal procedures related to AML, KYC, privacy, and recordkeeping
- Maintain accurate documentation of all client interactions and requests
- Help build knowledge base articles, macros, and SOPs as Tradeify Brokerage scales
- Identify opportunities to improve customer experience, turnaround times, and internal processes
- Provide product feedback based on trader pain points and support data
View Full Description & ApplyYou'll be redirected to the employer's site
