Trading Support Associate III - Rebalance Support

Raymond James • Memphis, TN

11d • Hybrid

About The Position

The Trading Support Associate III applies advanced knowledge and skills gained through experience and training to support trading activities in a designated functional area. The role provides technical assistance for trading platforms, corrects trade errors affecting client accounts, and works with internal and external customers to identify, investigate, and resolve issues. The position follows a hybrid work model, with the selected candidate expected to work three days per week at the corporate office in Memphis, Tennessee. Travel is less than 25%.

Requirements

• Completed high school education is required.
• Completed bachelor's-level education in Accounting is listed.
• General experience: 0 to 3 months.
• Knowledge of securities trading concepts, practices, and procedures.
• Knowledge of basic investment concepts, practices, and procedures used in the securities industry.
• Knowledge of accounting principles and procedures.
• Ability to use mathematical procedures to verify and reconcile trading transactions.
• Ability to handle a high-volume phone system and provide customer service.
• Ability to reconcile and correct transactions.
• Ability to operate standard office equipment and use required software applications to create documents, spreadsheets, and business correspondence.
• Ability to manage multiple tasks under pressure, meet deadlines, and adapt to interruptions and changing priorities in a fast-paced environment.
• Ability to read, interpret, analyze, and apply transaction information.
• Ability to analyze and solve problems.
• Effective oral and written communication with associates and internal and external customers.
• Ability to work independently and collaboratively within a team.
• Ability to handle stressful situations and lead others in providing calm, professional customer service.
• Ability to interpret and apply policies and identify and recommend changes as appropriate.
• Ability to establish and maintain effective working relationships at all levels of the organization.

Responsibilities

• Provide technical support to internal clients using various trading systems.
• Respond to client inquiries or complaints about the company’s trading systems by phone or correspondence.
• Perform price adjustments and provide trade-correction support for client accounts.
• Review trade problems and determine appropriate corrective actions.
• Resolve comparison issues and assist with portfolio allocation.
• Coordinate large block orders for advisors with the appropriate trading desks.
• Ensure trades are executed and confirmed in accordance with organizational policies and procedures.
• Ensure the open order file is reconciled and trade data and information are entered and maintained in required databases.
• Contact internal and external customers to resolve trading problems.
• Provide superior customer service in a high-volume call environment.
• Perform other duties and responsibilities as assigned.

Benefits

• The benefits package may include medical, dental, and vision coverage.
• Life insurance.
• Critical illness insurance and accident insurance.
• Disability benefits.
• Retirement savings.
• Paid time off, including vacation, holidays, and sick leave.
• Parental leave.
• Additional compensation may include cash or equity, discretionary bonuses, or commissions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level