Trading Support Associate III
3 weeks ago
Description
Job Summary:
Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to provide support in specific trading activities within the assigned functional area. Provides technical support for various trading platforms in a high call volume environment. Provides trade correction support for trading errors made in various trading platforms that directly impacted client accounts. Contact with internal and external customers is required to identify, research, and resolve problems.
Essential Duties and 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 is entered and maintained in required databases.
Contacts internal and external customers to resolve trading problems.
Provide superior customer service in a high-volume call environment
Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
Concepts, practices, and procedures of securities trading.
Basic investment concepts, practices and procedures used in the securities industry.
Accounting principles and procedures.
Mathematical procedures required to verify and reconcile trading transactions.
Skill in:
Handling a high-volume phone system.
Customer Service
Reconciling and correcting transactions.
Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence.
Ability to:
Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
Read, interpret, analyze, and apply transaction information.
Analyze and solve problems.
Communicate effectively, both orally and in writing with associates, and internal and external customers.
Work independently as well as collaboratively within a team environment.
Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner.
Interpret and apply policies and identify and recommend changes as appropriate.
Establish and maintain effective working relationships at all levels of the organization.
Educational/Previous Experience Requirements:
High School Diploma or equivalent with a minimum of two (2) years of experience in the financial services industry OR customer service experience OR application support experience OR a combination of all.
or~Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
None required
Job: Trading
Primary Location: US-TN-Memphis-Memphis
Organization Asset Management Services
Schedule Full-time
Job Shift Day Job
Travel No
Req ID: 2401087
-
Trading Support Associate III
1 week ago
Memphis, United States Raymond James Financial Incorporated Full timeJob Summary: Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to provide support in specific trading activities within the assigned functional area. Provides technical support for various trading platforms in a high call volume environment. Provides trade correction support for trading errors made in...
-
Trading Support Associate III
1 week ago
Memphis, United States Raymond James Financial Incorporated Full timeJob Summary: Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to provide support in specific trading activities within the assigned functional area. Provides technical support for various trading platforms in a high call volume environment. Provides trade correction support for trading errors made in...
-
Trading Support Associate III
3 days ago
Memphis, United States Raymond James Financial Incorporated Full timeJob Summary: Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to provide support in specific trading activities within the assigned functional area. Provides technical support for various trading platforms in a high call volume environment. Provides trade correction support for trading errors made in...
-
Trading Support Associate III
21 hours ago
Memphis, United States Raymond James Financial Services Full timeDescription Job Summary: Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to provide support in specific trading activities within the assigned functional area. Provides technical support for various trading platforms in a high call volume environment. Provides trade correction support for trading...
-
Trade Manager
3 weeks ago
Memphis, United States Archer Daniels Midland Company Full timeJob DescriptionTrade Manager - Memphis, TN This is a full-time, exempt position. Position Summary: Reporting to Regional Manager - Memphis, TN with responsibilities in Oilseeds and Ag Services. The position is accountable for developing and implementing strategic and intra-divisional business plans for soybean, corn, rice, wheat, and milo origination, trade,...
-
IT Support Associate
1 week ago
Memphis, United States Mindlance Full timeDescription: **This position is Open to Memphis,TN ONLY** Note: Warehouse Receiving & Unboxing Equipment & Packing Equipment to ship out Lifting requirement, our team to lift between 20 and 40 pounds. QUALIFICATIONS Education & Licensing Associate degree in a computer technology field preferred. Experience Three (3) years of computer systems related...
-
IT Support Associate
3 days ago
Memphis, United States Mindlance Full timeDescription: **This position is Open to Memphis,TN ONLY** Note: Warehouse Receiving & Unboxing Equipment & Packing Equipment to ship out Lifting requirement, our team to lift between 20 and 40 pounds. QUALIFICATIONS Education & Licensing Associate degree in a computer technology field preferred. Experience Three (3) years of computer systems related...
-
Memphis, United States St. Jude Children's Research Hospital (St. Jude) Full timeSt. Jude Children's Research Hospital St. Jude Children’s Research Hospital is launching a recruiting effort for laboratory-based faculty positions at the ASSISTANT, ASSOCIATE, or FULL Member levels for the newly formed Center of Excellence in Innate Immunity and Inflammation (CoE-III). The mission of the CoE-III is to define innate immune...
-
Investment Portfolio Associate
3 weeks ago
Memphis, United States Adams Keegan Full timeJob DescriptionJob DescriptionOur client is a Memphis based investment firm serving individuals, business owners, foundations and non-profits. They are searching for an Investment Portfolio Associate to evaluate and research trends and opportunities for their clients. In this role, you will perform research, valuations, and appraisals of financial...
-
Regional Sales Associate
1 day ago
Memphis, United States Master Halco Full timeMaster Halco, North America’s leading manufacturer/distributor of fencing and perimeter security products is seeking an experienced Regional Sales Associate. The Regional Sales Associate is responsible for growing sales with strategic customers as well as supporting/leading the Outside Sales Associates with an assigned territory or Region comprised of...
-
Accountant III
3 days ago
Memphis, United States City of Memphis Full timeESSENTIAL JOB FUNCTIONS: Works under the direction of the Accounting Manager and is responsible for all accounting and financial reporting (internal and external) related to assigned funds. Performs reconciliation functions necessary for the maintenance of accounting system as needed. Compiles, analyzes, and prepares financial information for proper general...
-
Desktop Support Associate
1 week ago
Memphis, United States LanceSoft Full timeJob Responsibilities: Identifies, researches, resolves, and responds to a high volume of simple to moderately complex issues or questions received from internal and external customers. Experience with Data Migration and computer swaps. Provides status and follow-up information to internal or external customers. Escalates calls to the appropriate...
-
Desktop Support Associate
3 weeks ago
Memphis, United States LanceSoft Full timeJob Responsibilities: Identifies, researches, resolves, and responds to a high volume of simple to moderately complex issues or questions received from internal and external customers. Experience with Data Migration and computer swaps. Provides status and follow-up information to internal or external customers. Escalates calls to the appropriate...
-
IT Business Applications Analyst III
3 weeks ago
Memphis, United States Monogram Foods Full timeWe are excited to announce that Monogram Foods is looking for an IT Business Applications Analyst III to join our team! As an IT Business Application Analyst, you will be responsible for gathering business requirements and designing, developing, and maintaining software applications that meet the needs of our organization. You will work closely with other IT...
-
IT Business Applications Analyst III
4 weeks ago
Memphis, United States Monogram Foods Full timeWe are excited to announce that Monogram Foods is looking for an IT Business Applications Analyst III to join our team! As an IT Business Application Analyst, you will be responsible for gathering business requirements and designing, developing, and maintaining software applications that meet the needs of our organization. You will work closely with other IT...
-
Memphis, Tennessee, United States St. Jude Children's Research Hospital (St. Jude) Full timeSt. Jude Children's Research HospitalSt. Jude Children's Research Hospital is launching a recruiting effort for laboratory-based faculty positions at the ASSISTANT, ASSOCIATE, or FULL Member levels for the newly formed Center of Excellence in Innate Immunity and Inflammation (CoE-III). The mission of the CoE-III is to define innate immune mechanisms driving...
-
Marketing Support
2 weeks ago
Memphis, United States Building Plastics, Inc. Full timeJob DescriptionJob DescriptionMarketing SupportSUMMARY: Under general supervision, this position is responsible for performing duties as described below, in a timely manner and with acceptable quality. The position of Marketing Support assists the Sales Support Department in the coordination of the company’s sample management program and database. This...
-
Regional Sales Associate
6 days ago
Memphis, Tennessee, United States Master Halco Full timeOverview: Master Halco, North America’s leading manufacturer/distributor of fencing and perimeter security products is seeking an experienced Regional Sales Associate. The Regional Sales Associate is responsible for growing sales with strategic customers as well as supporting/leading the Outside Sales Associates with an assigned territory or Region...
-
Retail Sales Associate
3 days ago
Memphis, United States American Freight Furniture Full time** Retail Sales Associate** **Job Category****:** Sales **Requisition Number****:** RETAI005865 Showing 1 location **Job Details** **Description** The Retail Sales Associate is responsible for enhancing the experience of customers and driving profitable sales by providing proactive consultative sales assistance and support to the customer, achieving...
-
Engineering Associate
7 days ago
Memphis, United States Randstad USA Full timeW2 only - no C2C or 1099Seeking a Quality Control Engineer in Memphis, TN for a large medical Devices company for a 1 year assignment.This position will be responsible for the execution of various projects such as the implementation of Statistical Process Control, new inspection technologies and their associated programming and validation. This person...