Client Implementation Specialist guiding onboarding for LTX Trading application at Broadridge. Collaborating with clients and internal teams to ensure successful implementations and integrations.
Responsibilities
Guide new customer accounts to a successful go-live on the LTX Trading application
Facilitate user acceptance testing (UAT) with clients
Onboard new end users on a credit desk to an e-trading system
Work with client integration and deployment teams to ensure all InfoSec and security requirements are satisfied
Communicate client feedback to relevant teams internally
Coordinate Disaster Recovery testing requirements internally and externally
Lead training sessions on system functionality to relevant client end users
Requirements
Bachelor’s degree in Finance, Economics, Business, Information Technology, or related field
2–5 years of experience in software implementation, project management, client services, or a related role
Familiarity with investment management concepts, including portfolio management, execution, regulatory reporting, and trade compliance
Familiarity with market structure and trading technology for fixed income and credit markets
Strong technical skills with an eagerness to learn
Excellent communication, interpersonal, and client-facing skills
FINRA Licensed (Series 7 & SIE) - must obtain within first 6 months if not already licensed
Experience working at an e-trading platform in any asset class, preferably fixed income.
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