Trading Support Associate III UMA Trading-2402340
Description
Job Summary
The Trading Support Associate III provides technical support for various trading platforms in a high call platforms that directly impacted client accounts.
Holds frequent contact with internal and external customers to identify, research, and resolve problems.
Essential Duties and Responsibilities
- 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.
- Reviews trade problems and determines 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 is 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.
Qualifications
Raymond James Guiding BehaviorsAt 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.
Trading
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