Trading Support Associate Iii - Sma Trading

Chartwell Investment Partners

Memphis, TN, US
Remote
Trading platforms technical assistance
Rectifying trade errors
Client account issue resolution
Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies

Job Summary

  • Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies.
  • Serve as the liaison between the SMA trading team and external money managers, providing technical support and resolving trade errors.
  • Respond to inquiries, investigate issues, and resolve problems for internal and external customers concerning trading systems.

Matching Summary

Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies.

Skills & Requirements

Must-have

  • Trading platforms technical assistance
  • Rectifying trade errors
  • Client account issue resolution
  • Securities trading concepts
  • Financial tracking systems
  • Credit policies and financial statements analysis

Nice-to-have

  • Superior customer service
  • High-volume call environment
  • Independent and collaborative work
  • Handling stressful situations calmly

Key Requirements

  • 13 months to 3 years general experience
  • Bachelor's degree in Accounting or Finance, or High School diploma
  • Ability to work 2-3 days a week in Memphis, TN, or Saint Petersburg, FL

Work Rights

Not specified

Tailored Resume

Cover Letter