Trading Support Associate III - Rebalance Support

Raymond James & Associates; Memphis (TN); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Raymond James & Associates in Memphis, TN, is seeking a Trading Systems Support Specialist to provide technical assistance to internal clients using trading platforms and ensure accuracy of trade data.

This hybrid role requires blending office collaboration with remote work, with three days per week at the Memphis corporate office. Ideal candidates understand securities trading and excel in customer service in a fast-paced environment.

Qualifications

• Concepts, practices, and procedures of securities trading.
• Basic investment concepts and procedures in the securities industry.
• Accounting principles and procedures.
• Ability to verify and reconcile trading transactions.
• Handling a high-volume phone system.
• Customer Service.
• Reconciling and correcting transactions.
• Proficiency with standard office software for documents and spreadsheets.

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.
• Contacts internal and external customers to resolve trading problems.
• Provide superior customer service in a high-volume call environment.

Skills

Securities trading concepts

High-volume call handling

Customer service

Communication skills

Analytical problem solving

Teamwork and independence

Education

Bachelor's degree in Accounting

Tools

Trading systems software

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

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. 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.