Trading Product Specialist assisting clients with Orion trading platform inquiries and issues. Collaborating with programming and trading leadership to enhance client experience.
Responsibilities
Assist in taking inbound calls / chats daily to help train and answer questions clients may have on the Orion trading platform
Assist with additional training needs by participating in Home Office Visits, travel to client offices, and attend conferences such as Ascent
Quickly identify trading system issues and partner with programming and trading leadership and deliver a resolution to clients
Demonstrate the ability to be an advocate for clients by receiving feedback and providing system enhancement suggestions through Jira
Collaborate effectively with internal teams and external clients, providing support across business functions as needed
Requirements
knowledge of industry rules and regulations pertaining to various security instruments and markets
knowledge and understanding of anti-money laundering rules and procedures required to maintain compliance
ability to quickly learn new and utilize multiple internal/external trading systems and platforms
ability to multi-task while maintaining careful attention to detail in a time sensitive environment
Bachelor's degree in Business Administration, Finance or related field
minimum of 1-3 years of experience in the financial services industry or prior/current employment with Orion; experience in a trading-related role for an investment advisor
Benefits
health, dental, vision, and disability coverage on day one
401(k) plan with employer match
paid parental leave
pet benefits including pawternity leave and pet insurance
AI Specialist driving market expansion and revenue growth for Kensho's AI solutions. Engaging with customers to support strategic partnerships and product positioning.
AI Product Specialist responsible for strategies to drive market expansion and revenue growth for AI products at Kensho. Collaborating with sales engineering, AI strategy, and customer engagement teams.
Product Specialist driving sales and support for Sandvik Crushing equipment across Southern Africa. Collaborating with customers for technical services and maintenance support.
Identifying and providing investment products and trainings to Financial Solutions Advisors for matching solutions. Supporting advisor effectiveness through training and performance analysis.
Product Specialist at Hamilton developing expertise in lab automation products while supporting sales and product development efforts. Collaborating with internal teams to achieve revenue growth.
Internal Product Specialist focused on laboratory equipment quotations and technical support for Avantor's Equipment & Instruments team. Collaborating with stakeholders to drive business growth through effective communication and product expertise.
Product Support Engineer addressing complex technical issues in civil construction technology for a global audience. Delivering solutions and training to empower users of advanced positioning systems and software.
Onboarding Specialist managing customer onboarding and success for Acoustic's marketing technology. Ensuring product adoption through effective training and project management across various customer sectors.
Global Product Specialist for Solid - State Transformers at Hitachi Energy, focusing on product management and market evaluation in data center infrastructure.
Product Specialist contributing to local product strategy and managing launches in the automotive sector. Collaborating with global teams to align on specifications and customer needs.