AWM Managed Account Trade Support

Trade Support Associate

Are you looking to join a team that upholds a culture of excellence and delivers top-tier managed product offerings across diverse platforms and clients? As a Trade Support Associate, you will play a vital role in supporting our diverse partners—including third-party portfolio managers, Financial Advisors, Business, Operations, and Technology—by providing essential front-line support related to trade booking and settlement.

Key Responsibilities:

• Partner with third-party portfolio managers to support daily trade lifecycle activities.
• Address phone and email inquiries related to trading, data quality, application usage, and other topics, ensuring clear and supportive communication.
• Collaborate with Product Owners to resolve system issues and drive improvements.
• Gather, analyze, and interpret large sets of data and information to draw insights and recommend process enhancements.
• Serve as the first point of contact for internal and external partners, building strong relationships and trust.
• Identify and mitigate business risks to contribute to a safe and effective work environment.
• Support audit, regulatory, and compliance deliverables with attention to detail and integrity.
• Contribute to ongoing procedure and process analysis to help shape and improve workflows.

Required Qualifications, Skills, and Capabilities:

• Demonstrate 3+ years of experience in wealth management, asset management, or a support role.
• Exhibit proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and a willingness to learn new software.
• Show self-motivation and discipline, with the ability to work independently and take initiative.
• Collaborate effectively as a team player, demonstrating a strong work ethic and professionalism.
• Apply excellent attention to detail, with strong written, verbal, and problem-solving skills.
• Display outstanding organizational and time management abilities.
• Adapt and thrive in a fast-paced, dynamic environment where creative and strategic thinking are valued.

Preferred Qualifications, Skills, and Capabilities:

• Demonstrate experience supporting trade booking and settlement processes.
• Apply knowledge of audit, regulatory, and compliance requirements within financial services.
• Utilize advanced data analysis skills to drive process improvements.
• Exhibit experience building relationships with diverse partners, including Financial Advisors, Business, Operations, and Technology teams.
• Embrace opportunities to contribute to change management and workflow optimization initiatives.