Trading Support Associate III - Rebalance Support

100 Raymond James & Associates, Inc.; Memphis (TN); Hybrid; USD 40,000 - 56,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

100 Raymond James & Associates, Inc. in Memphis, TN, is seeking an entry-level technical support specialist to assist internal clients with trading systems in a hybrid work model. You will respond to inquiries by phone and email, perform price adjustments, and coordinate trade corrections in a fast-paced environment.

You will work 3 days per week at the Memphis corporate office, collaborate with trading desks, and maintain accurate trade data while delivering superior customer service.

Qualifications

• Bachelor’s degree in Accounting required.
• 0–3 months general experience preferred.
• Ability to read, interpret, and analyze transaction information.

Responsibilities

• Provide technical support for internal clients using trading systems.
• Respond to inquiries and resolve trading system issues by phone or email.
• Perform price adjustments and trade corrections for client accounts.
• Review trade problems and determine corrective actions.
• Ensure trades are executed and data entered accurately in databases.
• Coordinate large block orders with trading desks.

Skills

Trading systems knowledge

Customer service

Phone handling

Analytical skills

Problem solving

Communication

Teamwork

Policy interpretation

Relationships building

Stress management

Education

Bachelor’s in Accounting

Tools

Trading systems software

Excel

CRM systems

Job description

Job Description Summary Job Description

This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our Memphis, TN, corporate office.

Responsibilities:

• Provides technical support to internal clients requiring assistance using various trading systems.
• Responds to inquiries or complaints received through phone calls and/or correspondence with clients concerning the company’s trading systems.
• Performs price adjustments and trade corrections support for client accounts.
• Review trade problems and determine appropriate corrective action.
• Resolves comparison issues and assists in the portfolio allocation process.
• Coordinates large block orders for advisors with appropriate trading desks.
• Ensures that trades are executed and confirmed in accordance with organizational policies and procedures.
• Confirms the open order file is reconciled and that trade data and information are entered and maintained in required databases.
• Contacts internal and external customers to resolve trading problems.
• Provide superior customer service in a high-volume call environment.
• Performs other duties and responsibilities as assigned.

Skills:

• Concepts, practices, and procedures of securities trading.
• Basic investment concepts, practices, and procedures used in the securities industry.
• Accounting principles and procedures.
• Mathematical procedures are required to verify and reconcile trading transactions.
• Handling a high-volume phone system.
• Customer Service.
• Reconciling and correcting transactions.
• Operating standard office equipment and using required software applications sufficient to create documents, spreadsheets, and business correspondence.
• Work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Read, interpret, analyze, and apply transaction information.
• Analyze and solve problems.
• Communicate with associates and internal and external customers effectively, both orally and in writing.
• Work independently as well as collaboratively within a team environment.
• Handle stressful situations and lead others in providing a high level of customer service calmly and professionally.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Establish and maintain effective working relationships at all levels of the organization.

Licenses/Certifications:

None required.

Education

Bachelor’s - Completed: Accounting, High School (HS) - Completed (Required)

Work Experience

General Experience - 0 to 3 months

Travel Less than 25%

Workstyle Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include

• medical, dental, and vision
• life insurance
• critical illness insurance and accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• and parental leave

Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities.

Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm.

Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper.

We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care.

From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.