Trading Support Pro: Securities & Client Service

Corebridge Financial, Inc.; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Volunteer time off

Job summary

Corebridge Financial is seeking a Trading Support Specialist to provide premier client and advisor service while executing securities transactions in a fast-paced call center environment. You will analyze issues with clearing firms and internal partners to deliver accurate trade corrections.

The role requires FINRA licenses (Series 7 and 66 preferred; Series 24/53 encouraged) and a proactive, detail‑oriented approach to regulatory and operational processes.

Qualifications

• At least 3+ years of experience in Financial Services, preferably in trading and error correction.
• FINRA licenses required/licensed or ability to obtain Series 66 within 60 days.
• Strong knowledge of investments, trading policies, and back-office operations.

Responsibilities

• Execute securities transactions to achieve the best result for clients and representatives while delivering exceptional service in a call center trading environment.
• Analyze, identify, and resolve complex trading issues with clearing firms, representatives, advisors, and internal partners including trade corrections.
• Respond to inquiries regarding trade policies and procedures from representatives, advisors, and internal partners.
• Deliver and track analysis summaries for monthly/quarterly trade corrections and error resolution.
• Create and issue written procedures; maintain strong internal/external relationships.
• Escalate issues to Senior Management and stay current on trading trends; manage priorities and deadlines.

Skills

Investments knowledge

Securities back-office operations

Customer service skills

Detail oriented

Independent thought

Business writing

Multi-tasking

Relationship building

Education

FINRA Series 7

FINRA Series 66

FINRA Series 24

FINRA Series 53

Job description

Corebridge Financial is seeking a Trading Support Specialist to provide premier client and advisor service while executing securities transactions in a fast-paced call center environment. You will analyze issues with clearing firms and internal partners to deliver accurate trade corrections.

The role requires FINRA licenses (Series 7 and 66 preferred; Series 24/53 encouraged) and a proactive, detail‑oriented approach to regulatory and operational processes.