Trade Support Specialist

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Job description

Trade Support Specialist

BCforward is currently seeking a highly motivated Trade Support Specialist for an opportunity in Cincinnati, OH!

Position Title: Trade Support Specialist
Location: Cincinnati, OH
Anticipated Start Date: 10/11/2024
Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.
Expected Duration: 12+ Months
Job Type: Monday - Friday (5 DAYS ON SITE REQUIRED for the first 30 days and potentially longer depending on training needs. Following training, Candidates will be required in the office 3 days per week (Tuesday-Thursday
Pay Range: $22/hr - $24/hr
Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Requirements:
Banking operation
Call handling
Financial account handling.

Description:
The Trade Support role assists with client relations, investment strategy, reporting, and risk mitigation. The role has a range of duties and responsibilities and is usually stationed within the finance or accounting department of an organization. A Trade Support job description asks for candidates who have refined finance knowledge, meticulous attention to detail, and strong communication skills.

Ensure practices abide by internal guidelines and external regulations
Develop innovative ways to improve the procedure
Provide detailed information and advice to clients and customers
Deliver accurate and timely reporting on contracts, investments, and sales
Respond to queries and issues raised by clients
Identify risk and implement mitigation strategy
Liaise with managers and project leads to ensure effective delivery of service and information
Provide basic troubleshooting and identify issues
Escalate incidents immediately when required
Produce daily, monthly, and annual reconciliation reports
Provide training to users

Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. Accountable for setting up securities, general accounts, and asset-level maintenance with some level of supervision. Responsibilities have various levels of risk correlating to the type and size of the account or product. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements. Accountable for compliance with established department policies and procedures.

Basic Qualifications
Associate's degree, or equivalent work experience
Two or more years of relevant experience

Preferred Skills/Experience
Basic understanding of regulatory and accounting principles that directly affect Wealth Management & Investment Services business lines and clients
Ability to quickly learn custody operational functions, systems, procedures, various products, and/or services, for assigned area(s)
Ability to multitask and meet established deadlines in a dynamic work environment
Demonstrated analytical, problem-solving, decision-making, and organizational skills
Effective customer relations, interpersonal, and verbal and written communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Benefits:
BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best-in-class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum . As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 194358 when responding to this ad.

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