Trading Support Associate III - Rebalance Support
Core
Provide technical support, trade corrections, and portfolio allocation assistance for client accounts using trading platforms.
Role type
Trading Support Associate
Builds
Trade corrections, price adjustments, and order reconciliations for client accounts
Domain
Securities trading and financial services
Required skills
Securities trading concepts, accounting principles, mathematical reconciliation, high-volume phone handling, trade data analysis, policy interpretation
Preferred skills
Problem-solving under pressure, customer service in high-volume environments, collaborative teamwork
Technologies
Trading platforms, office software applications, required databases
Responsibilities
Provide technical support for trading systems, perform price adjustments and trade corrections, resolve comparison issues and assist in portfolio allocation, coordinate large block orders, confirm trade execution and data entry, reconcile open order files, contact customers to resolve trading problems
Seniority
Entry-level to Junior
