Junior Product Specialist at Coda managing digital product configurations and launches. Collaborating with teams to ensure flawless setups and timely deliveries in a fast - paced environment.
About the role
- 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
- student loan repayment
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