Trading Support Specialist III

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

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.