*This role will start fully on-site initially, but will transition to 3x on-site a week after training**
We are seeking a detail-oriented and client-focused individual to join our Equities and Options Trade Support team within Wealth Management Operations. This team serves on the front lines, providing critical support to Financial Advisors (FAs), Client Service Associates (CSAs), and branch/field teams across the country.
This role involves handling inbound calls, resolving cases, and ensuring accurate execution and support of equity and option trades. The ideal candidate will possess strong communication skills, a passion for client service, and a deep commitment to operational excellence and risk mitigation.
Key Responsibilities:
Serve as a primary point of contact for Financial Advisors and branch personnel regarding equity and option trade inquiries
Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner
Investigate and support trade corrections, account inquiries, and execution issues
Perform detailed reviews and reconciliations of trade activity to ensure accuracy and alignment with regulatory requirements
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We are seeking a detail-oriented and client-focused individual to join our Equities and Options Trade Support team within Wealth Management Operations. This team serves on the front lines, providing critical support to Financial Advisors (FAs), Client Service Associates (CSAs), and branch/field teams across the country.
This role involves handling inbound calls, resolving cases, and ensuring accurate execution and support of equity and option trades. The ideal candidate will possess strong communication skills, a passion for client service, and a deep commitment to operational excellence and risk mitigation.
Key Responsibilities:
Serve as a primary point of contact for Financial Advisors and branch personnel regarding equity and option trade inquiries
Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner
Investigate and support trade corrections, account inquiries, and execution issues
Perform detailed reviews and reconciliations of trade activity to ensure accuracy and alignment with regulatory requirements
#J-18808-Ljbffr