Trading Support Associate III

1 week ago

Memphis, Tennessee, United States Raymond James Financial Incorporated Full time
Job Summary

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Memphis, TN corporate office.

Key Responsibilities
  • Serve as the liaison between the SMA trading team and external money managers.
  • 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.
  • Review trade problems and determine 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.
  • Provide superior customer service in a high-volume call environment.
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.
Guiding Behaviors

At Raymond James, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcome
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm

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