Hybrid Trading Product Specialist

Posted 5 days ago

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About the role

  • SME Trading Product Specialist responsible for client support and training on Orion trading platform. Collaborating with internal teams and providing solutions for trading functionalities.

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
  • Support multiple Orion Trading Functionalities and platforms – Including but not limited to TOM, Eclipse, Portfolio View Trading, Orion Custom Indexing, Sleeve trading, and Compare Tool
  • Maintain expected service levels and high-quality engagements as measured by Glia, cases, and NPS surveys
  • Collaborate effectively with internal teams and external clients, providing support across business functions as needed
  • Cross-train and adapt to meet evolving business needs

Requirements

  • Has knowledge of industry rules and regulations pertaining to various security instruments and markets
  • Has knowledge and understanding of anti-money laundering rules and procedures required to maintain compliance
  • Has ability to quickly learn new and utilize multiple internal/external trading systems and platforms
  • Has ability to multi-task while maintaining careful attention to detail in a time sensitive environment
  • Speaks effectively before groups of customers or employees, as well as conduct effective presentations
  • Acts as a liaison between the client and internal development groups
  • Has strong skills in effective oral, written, interpersonal and listening, including the ability to communicate technical information to nontechnical personnel
  • Works effectively both individually and within a team environment
  • Works with a sense of urgency to meet deadlines and address competing priorities
  • Has proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook
  • Has effective written, listening and verbal communication skills
  • Has effective problem solving and organizational skills
  • Has a Bachelor's degree in Business Administration, Finance or related field
  • Has 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
  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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
  • student loan repayment and more

Job title

Trading Product Specialist

Job type

Experience level

Junior

Salary

$24 - $34 per hour

Degree requirement

Bachelor's Degree

Location requirements

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