Trade & Client Service Specialist

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$78,856 U.S. median for this role

Projected growth (BLS Employment Projections)

+0.8% - Slower

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Trade & Client Service Specialist Are you looking for a new challenge within the fast-paced Wealth Management environment? Do you want to be part of a high performing team? Are you curious, proactive, and always striving to bring positive impact to clients? We're looking for a Tade and Client Service Specialist to: • Support Client Advisors in UK & Jersey • Process client orders on an execution only basis covering equities, ETF's, fixed income, structured products, FX options, SPI's and hedge funds. • Ensuring that administrative arrangements and client-related processes are completed accurately • Carry out daily transaction processing and complex troubleshooting in line with WMUK & Jersey trading rules • Dealing directly with external and internal clients • Ensure all risk management controls are adhered to in order to identify and mitigate any potential risk and appropriate management information (MI) is produced • Manage the input and release of payments for the Jersey business. • Perform call backs on payments that fall within the relevant thresholds.

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