Trading Support Associate Iii - Sma Trading

Willenborg Wealth Management

Memphis, TN, US
Hybrid
Securities trading concepts and procedures
Trade error resolution across platforms
Reconciling and correcting transactions
This position supports specific trading activities by applying advanced knowledge to rectify trade errors affecting client accounts

Job Summary

  • This position supports specific trading activities by applying advanced knowledge to rectify trade errors affecting client accounts.
  • The role serves as a liaison between the SMA trading team and external money managers while providing technical support for trading systems.
  • Candidates must be able to handle stressful situations in a high-volume call environment while maintaining superior customer service.

Matching Summary

This position supports specific trading activities by applying advanced knowledge to rectify trade errors affecting client accounts.

Skills & Requirements

Must-have

  • securities trading concepts and procedures
  • trade error resolution across platforms
  • reconciling and correcting transactions
  • high-volume customer service environment
  • portfolio allocation process assistance

Nice-to-have

  • ability to work under pressure
  • strong oral and written communication skills
  • experience with financial tracking systems
  • collaborative team environment experience

Key Requirements

  • Bachelor's degree in Accounting or Finance
  • High School diploma required if no Bachelor's
  • 13 months to 3 years of general experience
  • Hybrid work model requiring 2-3 days onsite

Work Rights

Not specified

Tailored Resume

Cover Letter