Financial Services Specialist

3 weeks ago

Cincinnati, Ohio, United States Fifth Third Full time
Job Summary

We are seeking a highly skilled and detail-oriented Trading/Service Specialist II to join our team at Fifth Third Bank. As a key member of our operations team, you will be responsible for receiving and executing trade instructions from customers, providing value-added services, and ensuring the smooth execution of trades.

Key Responsibilities
  • Receive and execute trade instructions from customers, both directly and as a backup for unavailable Investment Executives and their assistants.
  • Accurately enter stock, mutual fund, bond, option, and UIT orders through NFS.
  • Maintain blotters of daily activity to satisfy compliance requirements.
  • Review and execute trades submitted through voice or Internet systems.
  • Arrange and monitor special settlement instruction requests for trades placed.
  • Execute broker requests for trade error corrections, requesting corrections through NFS and monitoring their successful completion.
  • Maintain and update gain and loss spreadsheets for errors.
  • Assist Investment Executives in all aspects of NFS trading system.
  • Ability to service both Investment Executives and clients of 5/3rd Securities in a professional and accurate manner.
  • Respond to calls regarding margin calls, Reg T buy-ins and sell-outs, status of transfers, and all other issues related to client accounts for Financial Advisors.
Requirements
  • Understand all aspects of equity and mutual fund trading, including stop orders, limit orders, market orders, GTC orders, margin requirements, and option orders.
  • Ability to work in a stressful environment, meet deadlines, and service accounts with high attention to detail.
  • Problem-solving abilities and critical thinking skills.
  • Ability to multi-task.
  • Excellent oral and written communication skills.
  • Strong math and organizational skills.
  • PC literacy with proficiency in Windows and Microsoft Products, especially Excel.
  • Understanding of quote systems required.
  • Four-year college degree with business, accounting or related discipline. Experience in a similar position in the industry will be considered in lieu of a college degree.
  • 1-3 years previous brokerage industry experience.
  • Series 7 and Series 63 licenses required.
About Fifth Third Bank

Fifth Third Bank is committed to creating an inclusive and diverse work environment where all employees feel valued and empowered to succeed. We are an equal opportunity employer and welcome applications from qualified candidates of all backgrounds.

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