Trading Platform Conversion & Support Specialist

TEKsystems; Fort Mill (SC); Hybrid; USD 44,000 - 52,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Job summary

TEKsystems is seeking a contract specialist to support advisors & internal trading teams during a platform conversion in Fort Mill, SC. You’ll assist with model management, rebalancing, trading instructions, and complex data issues, while delivering training via webinars, calls, and office hours.

You will explain workflow differences between Commonwealth and internal systems, research questions, and escalate when needed. The role covers post-conversion stabilization and documentation updates.

Qualifications

• Experience supporting advisors by phone.
• Knowledge of trading platforms and portfolio management workflows.
• Experience with platform conversion, acquisition, or implementation support.
• Data review and reconciliation experience.
• QA/UAT testing and defect tracking experience.

Responsibilities

• Support advisors and internal trading teams during platform conversion.
• Assist with model management, assignments, restrictions, equivalents, portfolio rebalancing, and block trading workflows.
• Deliver training through webinars, demonstrations, office hours, appointments, and inbound calls.
• Explain workflow differences between Commonwealth and internal systems.
• Review conversion data to identify setup issues and missing information.
• Research and document advisor, account, model, and system questions.
• Escalate complex issues to business and technology partners.
• Update FAQs, guides, job aids, and training materials.
• Track issues and ensure resolution through completion.
• Support testing, defect tracking, and post-conversion stabilization efforts.
• Maintain knowledge of investment products and trading methodologies.
• Collaborate with Trading, Technology, Product, Operations, Training, and Conversion teams.

Skills

FINRA Series 7

Mutual funds

Equities

ETFs

Options trading

Model-based portfolio management

Portfolio rebalancing

Trading instructions/restrictions

Phone support for advisors

Platform onboarding/training

Conversion/support experience

QA/UAT testing

Advisor360 experience

ClientWorks Rebalancer experience

Model Hub experience

Tools

Advisor360

ClientWorks Rebalancer

Model Hub

Beta

Job description

TEKsystems is seeking a contract specialist to support advisors & internal trading teams during a platform conversion in Fort Mill, SC. You’ll assist with model management, rebalancing, trading instructions, and complex data issues, while delivering training via webinars, calls, and office hours.

You will explain workflow differences between Commonwealth and internal systems, research questions, and escalate when needed. The role covers post-conversion stabilization and documentation updates.