Trading & Sales Support Specialist

Raymond James; New York (NY); On-site; USD 62,000 - 80,000; Full time

Job summary

Raymond James in New York, NY seeks a securities trading/sales support professional to assist trading and/or sales teams. The role involves processing trades, communicating with clients and back office, and ensuring accuracy and compliance in a dynamic environment.

You will prepare reports, maintain client files, and liaise between clients and trading personnel, applying market knowledge to support timely, accurate decision-making and service excellence.

Qualifications

• Bachelor’s degree with a minimum of three years in a sales or trading role within securities or financial services.
• SIE license required; Series 7/63 or international equivalent.
• Experience providing client communication and support in trading workflows.

Responsibilities

• Tracks and confirms transactions to ensure accuracy.
• Prepares management reports, as required.
• Advises others in resolving complex problems and issues.
• Maintains and updates client files.
• Performs administrative tasks and supports liaison between client and sales/trading personnel.

Skills

Data analysis

Customer service

Communication

Independent judgment

Teamwork

Time management

Education

Bachelor’s Degree

Tools

Bloomberg

Miter

Account Assignment Story Bond

MuniRecap

Job description

Raymond James in New York, NY seeks a securities trading/sales support professional to assist trading and/or sales teams. The role involves processing trades, communicating with clients and back office, and ensuring accuracy and compliance in a dynamic environment.

You will prepare reports, maintain client files, and liaise between clients and trading personnel, applying market knowledge to support timely, accurate decision-making and service excellence.