Client Support Specialist

Job Summary

A company is looking for a Client & Trade Support Specialist to join their Investment Operations team.

Key Responsibilities

• Enable and disable account trading per advisor requests and manage account activation and maintenance
• Act as the primary liaison between advisors, traders, and the portfolio accounting team, while reconciling intraday trading and resolving discrepancies
• Collaborate with the Development team to enhance trade support processes and prepare documentation for procedures

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• Strong analytical skills with a solid understanding of financial markets
• Proficiency in Microsoft Excel and data manipulation
• Prior experience in client service or customer success roles
• 3+ years of experience in the investment industry is preferred