Trading Operations Specialist III - Hybrid, Client Impact

Raymond James; Memphis (TN); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

Retirement plan

Paid time off

Job summary

Raymond James is seeking a Trading Support Associate III to assist with client asset management through portfolio analysis, stock evaluation, and reporting. The role involves supporting trading platforms, resolving trade issues, and collaborating with internal and external clients.

The position requires handling high-volume calls, ensuring accurate trade processing, and maintaining compliance with firm procedures. A hybrid work schedule and a focus on client service are emphasized.

Qualifications

• Bachelor's degrees in Accounting, Business Administration, or Finance.

Responsibilities

• Provide technical support for trading systems and platforms.
• Respond to client inquiries regarding trading systems in a timely manner.
• Perform price adjustments and trade corrections for client accounts.
• Review trade problems and determine corrective action.
• Assist in portfolio allocation and reconcile trade data in databases.
• Coordinate large block orders with trading desks.
• Ensure trades are executed and confirmed per policies.
• Maintain open order files and resolve trading discrepancies.
• Deliver superior customer service in a high-volume environment.
• Perform additional duties as assigned.

Skills

Securities trading concepts

Customer service

Trade reconciliation

High-volume calls

Problem solving

Policy interpretation

Team collaboration

Effective communication

Work under pressure

Attention to detail

Education

Bachelor's in Accounting

Bachelor's in Business Administration

Bachelor's in Finance

Tools

Trading platforms

Job description

Raymond James is seeking a Trading Support Associate III to assist with client asset management through portfolio analysis, stock evaluation, and reporting. The role involves supporting trading platforms, resolving trade issues, and collaborating with internal and external clients.

The position requires handling high-volume calls, ensuring accurate trade processing, and maintaining compliance with firm procedures. A hybrid work schedule and a focus on client service are emphasized.