Trading Support Specialist: Securities & Client Service

Corebridge Financial; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health & Wellness

401(k) matching

Employee assistance

Charitable donations matching

Volunteer time off

PTO 24 days

Job summary

Corebridge Financial seeks a Trading Support Specialist to deliver exceptional service while executing securities transactions. You will resolve trading issues, respond to inquiries, and collaborate with advisors, partners, and senior management in a fast-paced environment.

The role emphasizes maintaining relationships, staying current on industry trends, and managing deadlines with high accuracy and process discipline. Strong knowledge of investments and back-office operations is preferred.

Qualifications

• At least 3 years of experience in financial services, preferably in a trading, error correction, or supervisory capacity.
• FINRA Series 7 required.
• FINRA Series 66 required or ability to obtain within 60 days.
• FINRA Series 24 and Series 53 encouraged.

Responsibilities

• Execute securities transactions to achieve the best result for clients and representatives while demonstrating exceptional customer service in a call‑center trading environment.
• Analyze, identify, and resolve complex trading issues with clearing firms, representatives, financial advisors, and internal business partners, including trade corrections.
• Respond to inquiries from representatives, advisors, and internal partners regarding trade‑related policies and procedures.
• Deliver and track analysis summaries to internal business units for review and follow‑up on monthly and quarterly trade corrections and error resolution.
• Participate in the creation and issuance of written procedures.
• Manage and maintain strong relationships with business partners.
• Communicate and escalate issues as appropriate to senior management.
• Stay current on trends in the business.
• Manage priorities and deadlines, understanding the impact on other areas and proposing solutions with the greatest positive impact.

Skills

Customer service

Communication

Time management

Multi-tasking

Trading knowledge

Problem solving

Relationship management

Fast-paced environment

Written communication

Education

FINRA Series 7

FINRA Series 66

FINRA Series 24

FINRA Series 53

Tools

Trading platforms

Job description

Corebridge Financial seeks a Trading Support Specialist to deliver exceptional service while executing securities transactions. You will resolve trading issues, respond to inquiries, and collaborate with advisors, partners, and senior management in a fast-paced environment.

The role emphasizes maintaining relationships, staying current on industry trends, and managing deadlines with high accuracy and process discipline. Strong knowledge of investments and back-office operations is preferred.