Quantum Trading Support Specialist

Advyzon Enterprise; Raleigh (NC); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Advyzon is seeking a Trading Analyst to support financial advisory firms using Quantum, our trading and rebalancing platform. This is a client-facing role for someone who enjoys solving problems, learning financial technology, and helping advisors operate with confidence during time-sensitive trading workflows.

You will work directly with Registered Investment Advisors (RIAs) and internal partners to troubleshoot platform questions, explain trading and rebalancing functionality, and contribute

Qualifications

• Bachelor's degree or equivalent professional experience.
• 1-3 years of experience in client support or related roles.
• Exposure to portfolio management or wealth management platforms.
• Strong analytical and troubleshooting skills.
• Clear verbal and written communication skills.
• Strong organization and follow-through.
• Comfort using CRM or ticketing systems and Excel.

Responsibilities

• Serve as a trusted contact for clients using Quantum for trading, rebalancing, model management, and related workflows.
• Provide responsive phone and ticket-based support to help clients resolve issues quickly.
• Troubleshoot portfolio setup, rebalancing logic, trade generation, drift monitoring, and cash management questions.
• Document client questions and resolutions clearly in CRM and ticketing systems.
• Escalate complex issues thoughtfully to senior specialists while keeping clients informed.
• Partner with Relationship Management, Consulting, Onboarding, Product, and Engineering to support client outcomes.
• Contribute to knowledge articles and process improvements.

Skills

Analytical skills

Troubleshooting

Verbal communication

Written communication

CRM experience

Excel

Attention to detail

Time management

Education

Bachelor's degree or equivalent professional experience

Tools

CRM systems

Microsoft Excel

Job description

Advyzon is seeking a Trading Analyst to support financial advisory firms using Quantum, our trading and rebalancing platform. This is a client-facing role for someone who enjoys solving problems, learning financial technology, and helping advisors operate with confidence during time-sensitive trading workflows.

You will work directly with Registered Investment Advisors (RIAs) and internal partners to troubleshoot platform questions, explain trading and rebalancing functionality, and contribute