Trading Support Associate III - Rebalance Support

Raymond James•Memphis, TN

10d•Hybrid

About The Position

The Trading Support Associate III applies advanced knowledge and skills gained through experience and training to support trading activities in the designated functional area. The role provides technical assistance with trading platforms, corrects trade errors that have affected client accounts, and works with internal and external customers to identify, investigate, and resolve issues. This position follows a hybrid work model, with the selected candidate expected to work three days per week at the company's corporate office in Memphis, Tennessee. The position may include base salary or wages and may also include additional compensation, discretionary bonuses, or commissions. Benefits eligibility and specific offerings may vary by position and employment status.

Requirements

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.
Mathematical skills 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 work concurrently under pressure on multiple tasks, 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.
Ability to communicate effectively, orally and in writing, 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, high-level 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.
Required education listed: completed bachelor's degree in Accounting and completed high school (HS).
General work experience: 0 to 3 months.
No licenses or certifications are required.

Responsibilities

Provide technical support to internal clients who need assistance using trading systems.
Respond to client inquiries and complaints received by phone or correspondence about the company's trading systems.
Support price adjustments and trade corrections 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.