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, account setup, and funding inquiries.
- Help troubleshoot common trading platform or connectivity issues and deliver high-touch service.
Operations & Account Management:
- Monitor incoming support queues and prioritize urgent trader issues efficiently.
- Assist with account maintenance requests, including profile updates and basic account changes.
- Coordinate with clearing firms and internal teams for escalations and track support trends to improve 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.
Tradeify
Tradeify is a fast-growing fintech and proprietary trading platform that helps traders access capital, advanced tools, and a high-performance ecosystem. It is a remote-first company with startup energy, building a new brokerage service to deliver a seamless futures trading experience.