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Advanced Trading Operations Associate

2 months ago

St Petersburg, United States Raymond James Financial Incorporated Full time

This role operates under a hybrid work model, requiring the selected candidate to work a few days each week at the corporate office.

Position Overview:

As a Senior Trading Support Specialist, you will leverage your extensive expertise and experience to facilitate specific trading functions within the assigned area. This includes offering technical support for various trading platforms and correcting trade discrepancies that impact client accounts. The role also necessitates collaboration with both internal teams and external clients to identify, investigate, and resolve issues effectively.

Key Responsibilities:

  • Deliver technical assistance to internal clients seeking help with different trading systems.
  • Address inquiries or concerns received via phone or written communication regarding the company's trading platforms.
  • Execute price adjustments and support trade corrections for client accounts.
  • Analyze trade issues and determine suitable corrective measures.
  • Resolve comparison discrepancies and assist in the portfolio allocation process.
  • Coordinate large block orders for advisors with the relevant trading desks.
  • Ensure trades are executed and confirmed in line with organizational policies and procedures.
  • Verify that the open order file is reconciled and that trade data is accurately recorded in necessary databases.
  • Engage with internal and external clients to resolve trading challenges.
  • Provide exceptional customer service in a high-volume call environment.
  • Perform additional duties and responsibilities as assigned.
Qualifications:

Knowledge, Skills, and Abilities:

Knowledge of:
  • Principles, practices, and procedures of securities trading.
  • Fundamental investment concepts and practices utilized in the securities sector.
  • Accounting principles and methodologies.
  • Mathematical techniques necessary for verifying and reconciling trading transactions.
Skills in:
  • Managing a high-volume phone system.
  • Providing customer service.
  • Reconciling and correcting transactions.
  • Utilizing standard office equipment and software applications to create documents, spreadsheets, and business correspondence.
Ability to:
  • Simultaneously manage multiple tasks under pressure and meet deadlines in a dynamic work environment.
  • Read, interpret, analyze, and apply transaction data.
  • Analyze and resolve problems effectively.
  • Communicate clearly with colleagues and clients, both verbally and in writing.
  • Work independently as well as collaboratively within a team setting.
  • Handle stressful situations and guide others in delivering high-quality customer service calmly and professionally.
  • Interpret and apply policies while identifying and recommending necessary changes.
  • Establish and maintain effective working relationships across all organizational levels.
Educational/Experience Requirements:
  • High School Diploma or equivalent with at least two (2) years of experience in the financial services sector, customer service, or application support, or a combination of these experiences.
~or~
  • Any equivalent combination of education, experience, and/or training approved by Human Resources.
Licenses/Certifications:
  • No specific licenses required.
Core Values:

At Raymond James, our associates embody five guiding principles (Develop, Collaborate, Decide, Deliver, Improve) to uphold the firm's core values of client-first, integrity, independence, and a conservative, long-term perspective.

We expect our associates at all levels to:

•Grow professionally and inspire others to do the same.

•Work collaboratively to achieve desired outcomes.

•Make prompt, pragmatic decisions with the client in mind.

•Take ownership and hold themselves and others accountable for delivering meaningful results.

•Contribute to the ongoing evolution of the firm.