Team Lead AMS Operations – Rebalance Trade Support
Core
Lead a team in providing support for specific trading activities, resolving complex trade problems, and ensuring accurate trade allocations and corrections.
Role type
Team Lead, Trade Operations Support
Builds
Trade support processes and error corrections for client accounts
Domain
Securities trading operations
Deliverable
client delivery
Required skills
Trade operations support, team leadership, trade problem resolution, error trade correction, trade allocation management, policy interpretation, quality control auditing, regulatory knowledge, investment concepts, accounting principles, front-end system navigation, transaction calculation
Preferred skills
Analytical reasoning, customer service, problem solving, high-volume phone handling, software application usage
Responsibilities
Lead and mentor less experienced associates, monitor rejected trade orders, review trade problems and determine corrective actions, contact customers to resolve trading issues, facilitate error trade corrections, resolve trade allocation issues, coordinate weekly daily rotation tasks, assist with updating department policies, perform quality control audits
Seniority
Mid-level, hands-on IC with team leadership