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Raymond James - Saint Petersburg, FL
posted 2 months ago
About the position
The Trading Support Associate III position at Raymond James Financial involves providing advanced technical support for trading activities within the UMA Trading functional area. The role requires engaging with both internal and external customers to resolve trading issues, ensuring trades are executed correctly, and maintaining accurate trade data. This position operates under a hybrid work model, requiring in-office presence 2-3 days a week in either Saint Petersburg, FL, or Memphis, TN.
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.
- Reviews trade problems and determines 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.
- Confirms the open order file is reconciled and that trade data and information are entered and maintained in required databases.
- Contacts internal and external customers to resolve trading problems.
- Provides superior customer service in a high-volume call environment.
- Performs other duties and responsibilities as assigned.
Requirements
- High School Diploma or equivalent.
- Minimum of two (2) years of experience in the financial services industry, customer service experience, or application support experience, or a combination of all.
Nice-to-haves
- Knowledge of concepts, practices, and procedures of securities trading.
- Basic investment concepts, practices, and procedures used in the securities industry.
- Accounting principles and procedures.
Benefits
- Eligible for Discretionary Bonus
