Rebalancing Services Specialist - North Hills, NC

Advyzon; Raleigh (NC); On-site; USD 65,000 - 75,000; Full time

Job summary

Advyzon seeks a Trading Analyst to support financial advisory firms using Quantum, our trading and rebalancing platform. This client-facing role helps advisors operate with confidence during time-sensitive workflows.

You will collaborate with multiple teams to ensure smooth client outcomes, document issues, and contribute to knowledge articles that improve support processes. A bachelor’s degree and 1–3 years in related roles are preferred.

Qualifications

• Bachelor's degree or equivalent professional experience in a related field.
• 1–3 years in client support, trading operations, or fintech.

Responsibilities

• Serve as a client-facing point of contact for Quantum trading workflows.
• Provide responsive phone and ticket-based support to resolve issues quickly.
• Troubleshoot portfolio setup, rebalancing logic, and trade status.
• Document questions and resolutions in CRM and ticketing systems.
• Escalate complex issues to senior specialists while keeping clients informed.
• Collaborate with Relationship Management, Consulting, Onboarding, Product, and Engineering.
• Contribute to internal knowledge articles and process improvements.

Skills

Analytical thinking

Troubleshooting

Verbal & written communication

Organizational skills

Time management

CRM/ticketing systems experience

Education

Bachelor's degree in Communications, Finance, Business, Information Systems, or related field

Tools

CRM systems

Microsoft Excel

Ticketing systems

Job description

About the Role Advyzon is looking for 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.

What You'll Do

• Serve as a trusted point of contact for clients using Quantum for trading, rebalancing, model management, and related workflows.
• Provide responsive phone and ticket‑based support, helping clients understand issues and move toward resolution quickly.
• Troubleshoot questions related to portfolio setup, rebalancing logic, trade generation, drift monitoring, cash management, custodial integrations, and trade status.
• Document client questions, troubleshooting steps, and resolutions clearly in CRM and ticketing systems.
• Escalate complex or high‑impact issues thoughtfully to senior specialists, Product, or Engineering while keeping clients informed.
• Partner with Relationship Management, Consulting, Onboarding, Product, and Engineering teams to support smooth client outcomes.
• Contribute to internal knowledge articles, support documentation, and process improvements that make the team more effective.

What You'll Bring

• Bachelor's degree in Communications, Finance, Business, Information Systems, or a related field, or equivalent professional experience.
• 1-3 years of experience in client support, trading operations, investment operations, financial technology, or a related role.
• Exposure to portfolio management, trading, rebalancing, or wealth management platforms.
• Strong analytical and troubleshooting skills, with the judgment to prioritize time‑sensitive issues accurately.
• Clear verbal and written communication skills and the ability to explain technical topics to professional clients.
• Strong organization, follow‑through, and attention to detail in a fast‑paced environment.
• Comfort using CRM or ticketing systems, Microsoft Excel, and standard business applications.

Nice to Have

• Experience supporting RIAs, wealth management firms, broker‑dealers, or SaaS‑based financial technology clients.
• Familiarity with model management, drift monitoring, tax‑aware trading, block trading, sleeves, or cash management workflows.
• Experience with custodial platforms or integrations such as Schwab, Fidelity, Pershing, or similar firms.
• Knowledge of portfolio accounting or wealth management software.
• FINRA Series 7 and/or Series 66 licenses are a plus but not required.

What Success Looks Like

You are successful in this role when clients feel supported, issues are handled accurately and efficiently, and recurring questions become opportunities to improve documentation, workflows, and the product experience. You will be measured on responsiveness, quality of resolution, client satisfaction, and your ability to collaborate across teams.

Why Join Advyzon

• Build deep expertise in trading technology and wealth management operations.
• Work on a collaborative client success team that partners closely with Product, Engineering, Onboarding, and Relationship Management.
• Have direct impact on client outcomes, product feedback, and the advisor experience.
• Grow in a role that blends client service, technical troubleshooting, and financial technology.

Equal Opportunity

Equal Opportunity Advyzon is an equal opportunity employer. We value diverse backgrounds, perspectives, and experiences, and encourage qualified candidates to apply.

Compensation:
$65,000-$75,000 base + $10,000 target bonus