Trading Specialist - Financial Firm - Pittsburg, PA (Remote)

Aesplacement; Pittsburgh (Allegheny County); Remote; USD 60,000 - 75,000; Full time

Job summary

A leading company in financial services is seeking a Client Services Trading Representative to enhance client interaction and manage trading operations. This role involves executing client orders, ensuring compliance with policies, and providing top-notch customer service. The ideal candidate will have a strong background in financial services, excellent interpersonal skills, and a commitment to accuracy.

Qualifications

• Experience in client services or trading support roles is critical.
• Ability to learn new software quickly and manage client accounts.
• Knowledge of financial products and services including stocks, bonds, ETFs.

Responsibilities

• Process and execute client orders in compliance with firm policies.
• Respond to client inquiries through email and phone.
• Provide administrative support to financial advisors and monitor client orders.

Skills

Client Relationship Management

Communication

Problem-Solving

Attention to Detail

Education

Series 65 or progress toward certification

2-5 years experience in financial services

Tools

Google Suite

Schwab Advisor Services

Fidelity

Job description

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Milestone Asset Management located in Pittsburg, PA (remote) is looking for an experienced Client Services Trading Representative. This position requires a blend of technical trading expertise, a deep understanding of financial markets, and excellent client service skills to ensure trades are executed correctly and clients are satisfied. It’s crucial that the individual in this role can work effectively under pressure and navigate the complexities of both client service and market operations. This individual will also be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior customer service skills, a strong work ethic, attention to detail and enjoy working with clients daily. If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today!

Our expectations are high, the compensation package is generous, our culture is a top priority, and we take care of our employees and customers. You will have ample support, coaching and time to understand and master the various deliverables required.

The ideal candidate is happy where he/she is currently employed but is interested in a more self-directed work environment and responsibility. We would like to hire someone who is interested in a career, not a job, who wants to do the work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized, detail-oriented, and efficient with a commitment to accuracy.

• 2-5 years experience in financial services or trading, ideally in client services or trading support roles
• Series 65 or working toward obtaining certification preferred
• Strong familiarity with financial products and services, such as retirement plans, mutual funds, or insurance products, including stocks, bonds, ETFs, mutual funds, options, etc.
• Experience with Google Suite and ability to learn new software quickly
• Experience with platforms like Schwab Advisor Services, Fidelity, or others.

This position requires that you possess the following skills:

• Strong ability to build and maintain relationships with clients
• Excellent communication and interpersonal skills
• Ability to assist financial advisors and clients with trade execution and portfolio-related matters while ensuring compliance with trading policies and procedures
• Ability to identify and resolve client issues effectively and efficiently
• Precision in managing client accounts, documentation, and note taking

Responsibilities:

Daily priorities are to process and execute client orders (equities, mutual funds, etf’s etc.) in compliance with firm policies and regulatory guidelines, respond to client emails, phone calls, and assist clients with account-related inquiries, monitor and track the status of client orders, ensuring they are executed correctly and efficiently, and provide administrative support to financial advisors and other team members

Salary Base:

• $60,000 - $75,000 per year - Based on Experience

Hours:

• 8am - 5pm EST (Mon-Fri)

Presented by Advisor Employee ServicesThank you for your interest in the Trading Specialist role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!