Trading Support Associate III - Rebalance Support
Fwainvest
- # Trading Support Associate III - Rebalance SupportApplylocations: Saint Petersburg, Florida - United States: Memphis, Tennessee - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011884**Job Description Summary**Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports.**Job Description***This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Saint Petersburg, FL, or Memphis, TN.*As a Trading Support Associate III, you will apply advanced knowledge and skills acquired through experience and training to support specific trading activities within the designated functional area. This involves providing technical assistance for different trading platforms and rectifying trade errors across multiple platforms that have directly affected client accounts. The position also requires engaging with both internal and external customers to identify, investigate, and resolve issues.**Responsibilities:*** Provides technical support to internal clients who require assistance with 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 the 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.**Skills*** Concepts, practices, and procedures of securities trading.* Basic investment concepts, practices, and procedures used in the securities industry.* Accounting principles and procedures.* Mathematical procedures are required to verify and reconcile trading transactions.* 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.* Work concurrently under pressure on multiple tasks 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 with associates and internal and external customers effectively, both orally and in writing.* Work independently as well as collaboratively within a team environment.* Handle stressful situations and lead others in providing a high level of customer service calmly and professionally.* Interpret and apply policies and identify and recommend changes as appropriate.* Establish and maintain effective working relationships at all levels of the organization.**Licenses/Certifications:*** None required.**Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance**Work Experience**General Experience - 0 to 3 months**Certifications**Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)**Travel**Less than 25%**Workstyle**HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.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 outcomes • 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 firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- J-18808-Ljbffr Fwainvest
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Trading Support Associate III - Rebalance Support in Florida, NY vacancy
- Fwainvest is looking for a Trading Support Associate III to join our hybrid work model. This role involves technical support for trading systems, engaging with clients, and resolving trading issues. Located between our Saint Petersburg, FL, and Memphis, TN offices, the...Suggested
- ...process inbound deliveries promptly; monitor and prioritize daily workload. Organize and maintain accessibility of merchandise in stockroom and selling floor. Maintain knowledge of stock levels, unit counts, and sales performance. Support Sales, Support, Associate, Selling...Suggested
Tapestry
Chester, NY2 days ago $15 - $17 per hour
...Sales Support Associate Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold, and optimistic. Today, it is a global lifestyle brand that designs extraordinary things for the everyday, delivering seasonal...SuggestedMinimum wageSeasonal workFlexible hoursShift workNight shiftTapestry
Chester, NY5 days ago- Tory Burch in New York is seeking a dynamic retail teammate to greet customers, operate registers, and help manage stock to deliver exceptional service. You will join a fast-paced team, require 1-2 years in high-volume retail, flexible hours including nights and weekends...SuggestedFlexible hoursNight shift
- ..., and we are just getting started. Ready to modernize medicine with us? Job Description Summary ModMed is hiring a driven Product Support Specialist 3 to join our positive, passionate, and high-performing Client Services team. As a Product Support Specialist 3, you will...SuggestedWork at officeLocal areaRemote workFlexible hours3 days per week
$15 - $21.75 per hour
...Sales Support Associate Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in...Minimum wageTemporary workLocal areaFlexible hoursShift workNight shiftTapestry
Central Valley, NY5 days ago$65k
...Field Support Representative DSI Systems Inc. has an immediate opening for a Field Support Representative. The Field Support Representative... ...strong relationships with store management and retail associates. Support and train store staff on AT&T product knowledge and customer...Immediate startDSI
Florida, NY5 days ago$19 - $20 per hour
...Part-time Sales Support Associate From our origins in New York in 2002, rag & bone was founded on a belief of uncompromising ideals: a commitment to doing things the right way, not the easy way. To making things that are as original as they are timeless. To being true...Hourly payPart timeLocal areaFlexible hoursNight shift- Chico's FAS, Inc. in New York is seeking a Support Associate to help sustain a customer and product‑focused sales culture. You will handle merchandise, process stock, and organize the stockroom to keep the store running smoothly. You will assist with merchandise presentation...Flexible hours
$20 - $23 per hour
Feet First Partners - Franchisee of The Good Feet Store in Town of Florida is looking for motivated sales associates, referred to as Arch Support Specialists. This position emphasizes customer connection to help improve Mobility, Comfort, and Confidence while achieving...- ...Life Insurance Health Savings Account with Company Contributions Role Responsibilities The primary role of the on-site Commercial Support Specialist is to make a difference in our members’ financial lives by providing the highest-quality service. This position is...
- Join to apply for the Pre-Sales Support Consultant role at Sucrée . UDT is a leading technology enabler, dedicated to empowering businesses across major industries with innovative solutions. We specialize in evaluating, architecting, securing, and managing technology—whether...Full timeCurrently hiringRemote workWork visa
- BrightStar Credit Union is looking for a Commercial Support Specialist at our Town of Florida location. In this role, you will provide exceptional service, manage commercial loans, and ensure compliance with regulatory requirements. Candidates should have at least three...
- ...team, dedicated to a styling and social experience that inspires women to express their individuality. Position Objective The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of all...Local areaFlexible hoursShift workNight shift
Chico's FAS
Florida, NY1 day ago - ...We are customer obsessed, innovative, and have the best culture in retail. Join our team today! Position Objective The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of all store...Local areaFlexible hoursShift workNight shift
Chico's FAS
Florida, NY5 days ago - ## Senior PCB Client Support Specialist - RJ BankApplylocations: Saint Petersburg, Florida - United Statestime type: Full timeposted... ...benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver...Work experience placementWork at office
- Dobbs Equipment is seeking a Branch Administrator to perform a full range of administrative and sales support duties at a Dobbs Equipment dealership location. This in-office, non-exempt role supports parts, sales, and service teams while ensuring an organized and professional...Work at office
$15 per hour
...you become great at what you love - Our Retail Excellence Programs in Styling, Coaching, Brand Ambassador (just to name a few) and supportive Retail Leaders are there to support you each step of the way We believe in the importance of giving back and you’ll have many...Casual workFlexible hoursShift workNight shiftWeekend workAfternoon shift- Support Associate - White House Black Market 2 months ago Be among the first 25 applicants Come lead with us at 451 E Altamonte Dr, Ste 2341, Altamonte Springs, FL. Join our fashion-obsessed team dedicated to a styling and social experience that makes women feel beautiful...Local areaFlexible hoursShift workNight shift
- ...position may be located in the call center, service center, or office support based on business needs and demonstrated qualifications. Brief... ...Minimum: High School or GED Preferred: Two (2) year associate’s degree in a business‑related field Preferred: Business administration...Work at officeLocal areaMonday to FridayFlexible hoursRotating shift
- ...troubleshoot, and resolve hardware and software issues through phone support, remote access, and occasional on‑site visits. Monitor and... ...rotations Travel to branch offices (15% Education & Experience Associate’s degree and two (2) to three (3) years of experience in a...Work experience placementWork at officeRemote workShift workNight shift3 days per week
$25k - $75k
Job Title: Remote Travel Support Associate Location: Remote | Work from Home About Us We specialize in crafting personalized travel experiences that create lasting memories. As we continue to grow, we are seeking motivated professionals to join our team and help connect...Remote jobWork from homeFlexible hours- Raymond James Financial, Inc. is seeking an Underwriting Associate to support the Life Care Specialist in the life insurance underwriting process. You will prepare client files, enter records, and coordinate with vendors to order and track underwriting requirements. Working...
- Broward Health Coral Springs Shift: Shift 1 FTE: 0.010000 Summary Provides support for patient services and assists with cleaning tasks and maintains the sanitary condition of assigned areas. Assists in moving patients furniture specialized equipment and supplies in and...Shift work
- Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service‑oriented environment with excellent communication skills . If you enjoy building strong relationships with clients, then join our team as a friendly face for all those...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
$16.5 - $22.3 per hour
...in child care, daycare, or preschool settings is preferredCDA, Associate, or bachelor’s degree in early education or related field is preferredFlorida... ...lives are changed. We offer the rewards, opportunities, and support you deserve because making a difference goes both ways. We’re...Hourly payTemporary workLocal areaImmediate start- Broward Health Coral Springs is seeking a dedicated patient services support role. This position provides assistance with patient services, performs cleaning tasks, and maintains sanitary conditions in assigned areas to support safe, efficient care. Responsibilities include...
- Jackson Hewitt Seasonal Client Support Associate is a front‑line role at our offices, delivering friendly service to clients as they visit. You will confirm appointments, answer questions, and help ensure a positive experience while clients wait. Ideal candidates bring...Full timePart timeSeasonal workFlexible hours
- ...Hamilton Miller & Birthisel LLP, based in New York, is seeking a Legal Assistant to support two partners in their maritime defense practice. This position is crucial for managing calendars, deadlines, and case documentation. The ideal candidate should have 3+ years of...
Hamilton & Miller, PA
Florida, NY4 days ago - ModMed is hiring a driven Product Support Specialist 3 to join our Client Services team. You will be the technical expert and escalation point for complex issues, influencing customer retention and product feedback while coaching peers. You will master the product, collaborate...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trading Support Associate III - Rebalance Support. Be the first to apply!
Related searches
- application support associate Florida, NY
- integration support specialist Florida, NY
- system support specialist Florida, NY
- support services associate Florida, NY
- computer support specialist Florida, NY
- support associate Florida, NY
- executive IT support specialist Florida, NY
- community support specialist Florida, NY
- student support specialist Florida, NY
- family support officer Florida, NY