As a Trading Support Specialist, you will provide support to our client’s and financial professionals by offering an extraordinary quality service experience while executing securities transactions
Job Summary
As a Trading Support Specialist, you will provide support to our client’s and financial professionals by offering an extraordinary quality service experience while executing securities transactions.
Deliver and track analysis summaries to internal business units for review and follow up pertaining to monthly and quarterly trade corrections and error resolution.
Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Matching Summary
As a Trading Support Specialist, you will provide support to our client’s and financial professionals by offering an extraordinary quality service experience while executing securities transactions.
Skills & Requirements
Must-have
securities transactions
extraordinary quality service experience
call center trading environment
resolve complex trading issues
respond to inquiries
Nice-to-have
strong presentation skills
business writing skills
independent thought and decision making
fast paced environment
inclusive workplace
Key Requirements
3+ years of experience in Financial Services
FINRA Series 7 required
FINRA Series 66 Required or ability to obtain in 60 days