Trading & Onboarding Consultant

Yoh Services LLC; Fort Mill (SC); On-site; USD 39,000 - 55,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision

Health Savings Account (HSA)

Life & Disability Insurance

MetLife Voluntary Benefits

Employee Assistance Program (EAP)

401K Retirement Savings Plan

Direct Deposit & weekly epayroll

Referral Bonus Programs

Certification and training

Job summary

Yoh is seeking a Trading & Onboarding Consultant to support advisor onboarding, platform training, and conversion-data review across hybrid locations (Fort Mill, SC; Tempe, AZ; San Diego, CA). The role involves research, issue resolution, and updating training materials in a fast-paced environment.

The candidate should have 2+ years in financial services, strong communication, detail orientation, and experience with model-based portfolio management. 6+ month contract with benefits.

Qualifications

• 2+ years of financial services or trading operations.
• Strong written and verbal communication skills.
• Ability to explain technical or operational information clearly.
• Strong attention to detail, organization, and follow-through.
• Ability to research information across multiple systems or data sources.

Responsibilities

• Provide support related to model management, assignments, restrictions, equivalents, rebalancing, and block trading workflows.
• Assist with platform training through webinars, demonstrations, office hours, scheduled appointments, and inbound calls.
• Help users understand documented differences between systems and workflows.
• Review conversion information to identify missing models, assignments, restrictions, equivalents, or other setup issues.
• Research and document advisor, account, model, and system-related questions.
• Escalate complex discrepancies to business or technology partners.
• Help update job aids, FAQs, training materials, and guides explaining key workflow differences.
• Track advisor questions, issue ownership, status, and follow-up through resolution.
• Support system testing, defect tracking, and post-conversion stabilization activities.
• Maintain knowledge of investment products, trading systems, model-based practices, and rebalancing methodologies.
• Collaborate with Trading, Technology, Product, Operations, Training, and conversion partners.

Skills

Communication

Attention to detail

Analytical thinking

Problem-solving

Cross-functional collaboration

Learning new platforms

Managing multiple priorities

Microsoft Office

Education

FINRA Series 7

Tools

ClientWorks Rebalancer

Advisor360

BETA

Model Hub

Job description

Trading & Onboarding Consultant

Fort Mill, SC; Tempe, AZ; San Diego, CA (Hybrid)

6+ month contract

Job Overview

The role will assist with advisor onboarding, platform training, conversion-data review, inbound support, post-conversion issue resolution, and updates to advisor guides and training materials. Successful candidates will be comfortable learning detailed trading workflows, communicating with financial professionals, researching issues, and managing multiple priorities in a fast-paced environment.

Responsibilities

• Provide support related to model management, model assignments, restrictions, equivalents, portfolio rebalancing, and block trading workflows.
• Assist with platform training through webinars, demonstrations, office hours, scheduled appointments, and inbound calls.
• Help users understand documented differences between systems and workflows.
• Review available conversion information to identify missing models, assignments, restrictions, equivalents, or other setup issues.
• Research and document advisor, account, model, and system-related questions.
• Escalate complex discrepancies or potentially broader conversion issues to the appropriate business or technology partner.
• Help update job aids, FAQs, training materials, and guides explaining key differences between workflows.
• Track advisor questions, issue ownership, status, and follow-up through resolution.
• Support system testing, defect tracking, and post-conversion stabilization activities.
• Maintain working knowledge of investment products, trading systems, model-based practices, and rebalancing methodologies.
• Collaborate with Trading, Technology, Product, Operations, Training, and conversion partners.
• Support additional trading and operational priorities as conversion demand changes.
• Additional responsibilities may be assigned as needed.

Requirements

• 2+ years of financial services or trading operations
• 2+ years of experience in a client-service, support, operations, or call-center environment Strong written and verbal communication skills Ability to explain technical or operational information clearly
• Strong attention to detail, organization, and follow-through
• Ability to research information across multiple systems or data sources
• Ability to learn new platforms and workflows quickly
• Ability to manage multiple priorities with limited direction
• Sound judgment when identifying and escalating issues
• Strong Microsoft Office skills
• Advisor service and relationship support
• Analytical and problem-solving skills
• Clear communication
• Process discipline and follow-through
• Attention to detail
• Adaptability and willingness to learn
• Issue ownership and escalation
• Cross-functional collaboration
• FINRA Series 7 strongly preferred
• Financial-services, trading, or investment-operations experience
• Knowledge of mutual funds, equities, ETFs, or options
• Experience with model-based portfolio management or rebalancing
• Experience supporting models, restrictions, equivalents, or trading instructions
• Experience providing advisor or client support by phone
• Experience supporting onboarding, training, conversions, acquisitions, or technology implementations
• Experience with data review, reconciliation, QA/UAT testing, or issue tracking
• Experience with ClientWorks Rebalancer, Advisor360, BETA, Model Hub, or similar trading and portfolio-management platforms

Estimated Min Rate

$28.00

Estimated Max Rate

$40.00

What’s In It for You?

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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