Discrepancy Resolution:

Monitor and resolve trade discrepancies promptly, coordinating with various departments to facilitate smooth trade processing. Monitor manage accounts and provide proactive support to financial advisors. Deliver outstanding customer service and operational support for various service-related requests. Collaborate with Trade Desk leadership and cross-functional teams to resolve issues and improve processes. Participate in ad-hoc projects and initiatives that drive efficiency and innovation. Continuously learn and develop expertise across all aspects of the trade desk.

Qualifications:

Licensing:

FINRA Series 7 and 63/66 required.

Experience:

3-5 years in Trade Operations or a similar role within the finance industry is preferred Strong communication skills—both verbal and written—with a customer-first mindset. Experience with prime broker/executing broker relationships a plus. Detail-oriented, organized, and able to work with a sense of urgency. Problem-solving skills and enthusiasm for working in a collaborative team environment. Passion for financial markets and investment products. Hours & Work Schedule Hours per

Week:

40 (4 days in office; 1 day work from home)

Work Schedule:

M-F Overtime Eligible #LI-Citizens6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. 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