Trade Desk Specialist

Summary  

The Trade Desk Specialist is a frontline representative of our brokerage, delivering high-quality support directly to clients via phone and email. Reporting to the Trade Desk Manager, this role is critical in ensuring a seamless and professional client experience. The ideal candidate thrives in a dynamic environment and demonstrates high attention to detail, excellent communication skills, and a strong grasp of operational procedures and trading platforms. 

Key Responsibilities  

• Serve as the first point of contact for incoming client phone calls and emails, addressing inquiries with professionalism and urgency. 


• Monitor open exposure and risk.  


• Support the customer lifecycle including onboarding, trade execution requests, and basic account administration. 


• Assist clients with tasks such as withdrawals, fund transfers, and margin-related questions in a compliant and timely manner. 


• Document all client interactions following internal SOPs to ensure accuracy and consistency. 


• Work closely with internal teams and brokerage partners to facilitate account-related actions, including opening, updates, and closures. 


• Maintain working knowledge of the firm's platforms and tools to support client needs effectively. 


• Stay up to date with firm compliance procedures and industry regulatory requirements including NFA and CFTC guidelines. 


• Participate in ongoing education and product training to ensure the highest level of client support. 


• Support the Trade Desk Manager with administrative tasks and special projects as assigned. 


• New Account conversion.


• Collaborate with Trade Desk Manager to build out, maintain, and execute Contingency Plan. 

Required Qualifications and Key Competencies 

• 2+ years of experience in a brokerage or financial services environment, preferably within futures or derivatives


• Series 3 License Required


• Bachelor's degree or equivalent professional experience


• Excellent verbal and written communication skills


• Strong attention to detail and organizational abilities


• Ability to manage multiple tasks in a fast-paced environment


• Experience with Microsoft 365 and CRM systems


• Familiarity with front-end trading platforms (e.g., CQG, TradingView, T4, TT, or similar)


• A client-first mindset with a proactive problem-solving approach

Company Culture & Perks 

• Nine (9) Company-paid Holidays and generous Family Leave. Paid time off is accrued monthly.


• Competitive 401(k) matching, health, dental, and vision insurance is offered for full time employees.


• Vacations are encouraged with a bonus for taking 5 consecutive days. Employee referrals are bonused. Topstep Brokerage offers a food and groceries budget and contributes towards health and wellness.

New Hire Base Salary Range

• $75,000-$110,000


• Bonus: This position is eligible for a performance-based bonus as provided by the plan terms and governing documents.


• The compensation offered will take into account internal equity and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors.

Equal Opportunity Employer

Topstep is an Equal Opportunity Employer. We are committed to fostering an inclusive environment where all employees and applicants are valued. All qualified candidates will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, or veteran status, in compliance with applicable federal, state, and local laws.

Interested in the role? Apply today with your resume and cover letter!