Senior Client Experience Specialist

Responsibilities

• Serve as the executive sponsor and relationship lead for top 1% revenue-generating clients
• Lead onboarding, training, and strategic planning for high-value clients across various asset classes
• Act as the primary escalation point for technical and operational issues to ensure expedited resolution
• Collaborate with product and engineering teams to advocate for client needs and influence the product roadmap
• Conduct regular business reviews and performance consultations with key accounts
• Identify upsell and cross-sell opportunities in partnership with Sales and Marketing
• Oversee a team of specialists supporting the client experience function
• Manage executive reporting regarding client health, support metrics, and satisfaction

Requirements

• Bachelor's degree required
• 7–10 years of experience in financial services, client success, or strategic account management
• Required licenses: SIE, Series 7, 63, and 3 (or ability to obtain within 90 days)
• Proven expertise in order entry and support across asset classes including equities, options, futures, forex, and crypto
• Strong technical troubleshooting skills and familiarity with trading platforms and market mechanics
• Experience supporting institutional, active, or high-net-worth clients

Preferred Qualifications

• Master's degree or MBA
• Background in electronic trading, algorithmic trading, or derivatives
• Knowledge of FIX protocols, APIs, or other integration technologies
• Experience working with CRM, CX analytics, and support platforms
• Microsoft technical certifications (MTA, MCSA, or MCSE)

Benefits

• Competitive pay and yearly bonus
• Generous 401k plan
• Comprehensive benefits starting Day 1, including a Veterinary Discount Plan
• Generous Paid Time Off (PTO)
• TradeStation account employee benefits and access to trading education materials

About the Company

TradeStation is an online brokerage firm and trading ecosystem focused on delivering the ultimate trading experience for active traders and institutions. We are building an AI-first culture, embracing AI as a core part of our daily workflow to enhance decision-making and improve client outcomes.