Securities Operations Representative
Core
Perform operational tasks on complex securities, process and reconcile transactions, and provide advanced customer service support for inquiries.
Role type
Securities Operations Representative
Builds
Trade processing, brokerage services, and derivatives operations
Domain
Financial Services / Securities Operations
Required skills
Securities operations support, transaction processing, transaction reconciliation, trade booking, derivatives knowledge, fixed income knowledge, customer service, compliance adherence
Preferred skills
Voice support in BPO/Contact Center, trade processing, brokerage services, derivatives, fixed income
Technologies
Unit functions and systems
Responsibilities
Process and reconcile transactions, review time-sensitive documents, handle inbound calls, coordinate with other departments, identify process improvements
Seniority
Entry-level, hands-on IC