JOB DESCRIPTION

Sales Trading Support Associate
Location:Philadelphia Area

Overview

Our Brokerage Operations team supports a team of Sales & Research Traders who have relationships with over 2,000 institutional customers. As a Sales Trading Support Associate on this team, you will serve as a conduit to the trade lifecycle process, partnering with our Traders, Legal & Compliance teams, as well as with our customers, to ensure accounts are set up in accordance with regulatory guidelines and client instructions.

 

In this role, you will:

  • Serve as the central point of contact to determine customer onboarding requirements
  • Coordinate across internal teams and with clients directly to ensure documentation is received & that client instructions are clear
  • Partner with our Legal & Compliance teams to ensure all required customer and counterparty agreements are reviewed and signed.
  • Gain direct exposure to the markets, learning more about the products traded on the desk (Equity Options, Fixed Income) as well as those that the business is expanding to include
  • Manage research related accounts receivable processes for the desk
  • Share ideas regarding process improvement/automation opportunities to ensure optimal support of our traders & client relationships

What we're looking for
  • Minimum of one year of experience working in a sales support, trade support or related role
  • Must be diligent and meticulous with attention to detail
  • Possession of Series 7 license, or the ability to obtain this license within 12 months of hire, required
  • Demonstrated experience with Excel required; experience with Access preferred
  • Experience working with CRM solutions, such as IPREO or Salesforce, strongly preferred
  • Bachelors degree from an accredited college or university preferred
  • Superior organizational skills with the ability to prioritize and respond to shifting priorities
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