tradeify - Brokerage Support Analyst
Upload My Resume
Drop here or click to browse · Tap to choose · PDF, DOCX, DOC, RTF, TXT
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 • Knowledge of futures markets, margin, risk controls, and order types • Experience with ticketing systems such as Zendesk, Intercom, or similar • Exposure to clearing firms, FCM workflows, or brokerage back-office processes • Startup or high-growth company experience
Responsibilities
• CLIENT SUPPORT & SERVICE • 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 • OPERATIONS & ACCOUNT MANAGEMENT • 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 • RISK & COMPLIANCE SUPPORT • 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 • CONTINUOUS IMPROVEMENT • 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 • Fast and accurate resolution of client issues • Excellent customer satisfaction scores • Smooth onboarding experience for new brokerage customers • Strong internal partnership with Ops, Compliance, and Product • Helping build a premium support reputation for Tradeify Brokerage
Benefits
• Join a fast-growing fintech brand launching new brokerage products • High visibility role with growth potential into Operations, Risk, or Client Success • Remote-first team with startup energy • Opportunity to help shape support operations from the ground up
No credit card. Takes 10 seconds.