Full-Time

Trading Support Associate III

SMA Trading

Posted on 1/15/2025

Raymond James Financial

Raymond James Financial

Mid

Memphis, TN, USA

Hybrid work model; expected to work 2-3 days a week at the Memphis, TN corporate office.

Category
Quantitative Analysis
Quantitative Trading
Quantitative Finance
Required Skills
Customer Service

You match the following Raymond James Financial's candidate preferences

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Degree
Experience
Requirements
  • Knowledge of concepts, practices, and procedures of securities trading.
  • Knowledge of basic investment concepts, practices, and procedures used in the securities industry.
  • Knowledge of accounting principles and procedures.
  • Knowledge of mathematical procedures required to verify and reconcile trading transactions.
  • Skill in handling a small-volume phone system.
  • Skill in customer service.
  • Skill in reconciling and correcting transactions.
  • Skill in operating standard office equipment and using required software applications sufficient to create documents, spreadsheets, and business correspondence.
  • Ability to work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
  • Ability to read, interpret, analyze, and apply transaction information.
  • Ability to analyze and solve problems.
  • Ability to communicate with associates and internal and external customers effectively, both orally and in writing.
  • Ability to work independently as well as collaboratively within a team environment.
  • Ability to handle stressful situations and lead others in providing a high level of customer service calmly and professionally.
  • Ability to interpret and apply policies and identify and recommend changes as appropriate.
  • Ability to establish and maintain effective working relationships at all levels of the organization.
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.
  • Performs other duties and responsibilities as assigned.
Raymond James Financial

Raymond James Financial

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