Trading Support Specialist

As a Trading Support Specialist, you will provide support to clients and financial professionals by offering an extraordinary quality service experience while executing securities transactions. You will analyze, identify, and resolve complex trading issues and manage relationships with business partners.

Requirements

• Execute securities transactions to achieve the best result for clients and representatives while demonstrating exceptional customer services in a call center trading environment.
• Analyze, identify, and resolve complex trading issues with clearing firm, representatives, financial advisors, and internal business partners including trade corrections
• Respond to inquiries from representatives, financial advisors and internal business partners regarding trade related policies and procedures.
• Deliver and track analysis summaries to internal business units for review and follow up pertaining to monthly and quarterly trade corrections and error resolution
• Manage and maintain strong relationships with business partners
• Communicate and escalate issues as appropriate to the Senior Management.

Benefits

• Health and Wellness
• Retirement Savings
• Employee Assistance Program
• Matching charitable donations
• Volunteer Time Off
• Paid Time Off