Account Services Representative

Who We Are:

Trade Station 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 Trade Station, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation.

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 Trade Station Securities professionally by providing excellent service and consistently exceeding expectations
• Ensure compliance with regulatory requirements and internal policies

• 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 Sun Gard Phase 3, GMI, or other back-office brokerage systems is a plus

• 1-2 years of experience in customer service, financial services, or brokerage operations

• Bachelor’s degree preferred

• 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 Trade Station 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)

Trade Station provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual 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.

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