Analista de Sucesso do Cliente PL at Positivo Tecnologia driving client implantation and ensuring quality deliverables. Focus on relationship building and project management from start to finish.
About the role
- Senior Trade Support Specialist providing operational and trading support in a flexible hybrid work environment. Responsible for overseeing execution, approval, and oversight of various trades.
Responsibilities
- Provide support to financial professionals, field leaders, and internal teams in an efficient and accurate manner
- Execute, review, and approve equity, option, fixed income, and mutual fund trades via the Pershing platform
- Provide real-time equity quotes, fixed income inventory details, and market information to Financial Professionals
- Support trade reviews, corrections, option activity, and corporate actions as needed
- Review daily reports and monitor debit balances to ensure compliance with firm and regulatory guidelines
- Review and approve disbursements with strong attention to controls and risk mitigation
- Address and resolve complex and escalated trading inquiries efficiently and professionally
- Maintain and update desktop procedures and documentation to ensure operational integrity
- Serve as a primary point of contact and liaison between Pershing, HTK Operations, and Financial Professionals for trade-related questions and issue resolution
- Communicate clearly and proactively with internal partners and leadership regarding trading activity, trends, and exceptions
- Represent HTK Operations in departmental meetings and provide subject matter expertise as needed
- Contribute to department-level initiatives, operational projects, and technology enhancements
- Identify opportunities to streamline processes and elevate the financial professional experience
Requirements
- Bachelor’s degree or equivalent professional experience preferred
- 3–5 years of financial services experience, including trading desk or brokerage operations
- FINRA Series 7, 24, and 53 required
- Series 4 preferred
- Experience with Pershing products, operational procedures, and NetX is strongly preferred.
Benefits
- Flexible work arrangements
- Professional development opportunities
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