Hybrid Rebalance Trading Support Specialist

Raymond James, Inc.; Memphis (TN); Hybrid; USD 55.000 - 90.000; Vollzeit

Zusammenfassung

Raymond James, Inc. in Memphis, TN, seeks a Trading Support Associate III to back rebalance trading activities and resolve trade issues across platforms.

This hybrid role combines client service with technical support, requiring strong attention to detail and the ability to work with internal teams. Responsibilities include assisting traders, processing price adjustments, reconciling trade data, and handling high-volume inquiries.

Qualifikationen

• Concepts, practices, and procedures of securities trading.
• Basic investment concepts, practices, and procedures used in the securities industry.
• Accounting principles and procedures.
• Mathematical procedures are required to verify and reconcile trading transactions.
• Handling a high-volume phone system.
• Customer Service.
• Reconciling and correcting transactions.
• Operating standard office equipment and using required software applications sufficient to create documents, spreadsheets, and business correspondence.
• Read, interpret, analyze, and apply transaction information.
• Analyze and solve problems.
• Communicate with associates and internal and external customers effectively, both orally and in writing.
• Work independently as well as collaboratively within a team environment.
• Handle stressful situations and lead others in providing a high level of customer service calmly and professionally.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Establish and maintain effective working relationships at all levels of the organization.

Aufgaben

• Provide technical support to internal clients using various trading systems.
• Respond to inquiries or complaints regarding the company’s trading systems.
• Perform price adjustments and trade corrections for client accounts.
• Review trade problems and determine corrective action.
• Resolve comparison issues and assist in portfolio allocation.
• Coordinate large block orders with appropriate trading desks.
• Ensure trades are executed and confirmed per policies and procedures.
• Confirm that open order files are reconciled and trade data is maintained.
• Contact internal and external customers to resolve trading problems.
• Deliver superior customer service in a high-volume environment.
• Perform other duties as assigned.

Kenntnisse

Securities trading concepts

Customer service

High-volume phone handling

Problem solving

Written and verbal communication

Teamwork

Policy interpretation

Attention to detail

Ausbildung

Bachelor's degree in Accounting

High School Diploma

Tools

Microsoft Office

Jobbeschreibung

Raymond James, Inc. in Memphis, TN, seeks a Trading Support Associate III to back rebalance trading activities and resolve trade issues across platforms.

This hybrid role combines client service with technical support, requiring strong attention to detail and the ability to work with internal teams. Responsibilities include assisting traders, processing price adjustments, reconciling trade data, and handling high-volume inquiries.