Trading Services Specialist Job at Robert Half (Philadelphia)

Specialist, Trading Services

We are looking for a detail-oriented trading specialist to join our investment t...

Location

United States , Akron

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in investment management, trading support, or a related financial services environment
Bachelor's degree in finance, economics, business, or a comparable field
Familiarity with portfolio data concepts such as performance results, attribution, holdings characteristics, and cash positioning
Experience with Tamarac, portfolio management technology, or custodian trading platforms is strongly preferred
Solid analytical judgment with the ability to evaluate transactions, identify issues, and support informed decision-making
Strong verbal and written communication skills, along with the interpersonal ability to work effectively across teams
High level of accuracy, organization, and attention to detail when managing trade activity and related reporting
Working knowledge of investment products such as equities, mutual funds, fixed income, and derivatives or options

Job Responsibility

Coordinate the preparation, execution, and post-trade reconciliation of security transactions for both model-driven strategies and account-specific activity
Serve as an internal resource on trading technology, including Tamarac Trading & Execution and related custodian systems, to improve workflow accuracy and usability
Partner with the trading lead to maintain trading processes, update account parameters, and apply restrictions and settings needed for proper order handling
Support strategy-level trade implementation across groups of accounts while helping ensure alignment with portfolio objectives and client guidelines
Review daily alerts, exception reports, and account-level data to identify discrepancies and maintain accurate records across platforms
Respond to questions from internal stakeholders, investigate trading or account issues, and recommend practical solutions based on findings
Build effective working relationships with portfolio managers and advisors to facilitate timely, accurate, and efficient trade execution
Provide transaction data, blotter details, and holdings information to operations, compliance, and investment leadership as needed for oversight and reporting
Contribute to trade analysis and execution documentation that supports investment committee review and broader portfolio governance

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Trading Specialist

At XYPN Sapphire, our mission is to help advisors live their great lives by allo...

Location

United States , Bozeman

Salary:

63000.00 - 78000.00 USD / Year

XY Planning Network

Expiration Date

Until further notice

Requirements

0–3 years of experience at an RIA, custodian, broker-dealer, or other financial services firm
Exceptional attention to detail and a strong commitment to accuracy
Ability to identify discrepancies and proactively resolve issues
Strong organizational and time-management skills
Comfort working in a deadline-driven environment
Ability to manage competing priorities and adapt as needs change
Tech-savvy with the ability to quickly learn new systems and software
Self-motivated and comfortable managing your workload independently
Strong written and verbal communication skills
A process-oriented mindset and desire to continuously improve how work gets done

Job Responsibility

Execute advisor trade requests accurately and within established service-level expectations
Process trade instructions and implement system-recommended portfolio rebalances
Review proposed trades for accuracy and suitability before execution
Submit trades for execution through custodial platforms and monitor trade status and allocations
Research and resolve trade exceptions and corrections
Respond to trading-related inquiries from internal service teams in a timely manner
Produce portfolio analyses and reports as requested by advisors and internal stakeholders
Maintain model portfolio marketing materials and supporting documentation
Track work and maintain workflow visibility through monday.com
Support the Investment Policy Committee through research, reporting, and administrative tasks as needed

What we offer

100%- employer-funded Employee Stock Ownership Plan (ESOP)
Unlimited vacation days (minimum 3 weeks of vacation per year)
9 paid holidays (flexible holidays)
401(k) with match (you put in 6%, employer puts in 4.5%)
12 weeks paid parental leave for the birth or adoption of a child
Health insurance w/ employer contribution
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
Pet insurance availability
Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
Employer-paid Life and AD&D insurance

Fulltime

Electronic Trading Specialist

The Electronic Trading Specialist is a senior-level position responsible for the...

Location

Poland , Warsaw

Salary:

7636000.00 PLN / Year

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience
Experience in developing and maintaining client relationships, from acquisition to ownership of prominent institutional accounts
Knowledge of equity and futures trading, different trading strategies, equities, and market infrastructure
Consistently demonstrate clear and concise written and verbal communication
Proven negotiation and persuasion skills
Proven ability to prioritize workload effectively to meet deadlines
Fluency in Polish and English
Bachelor's degree/University degree or equivalent experience
Master's degree preferred

Job Responsibility

Market Citigroup’s execution capabilities, contribute to team strategy and deliver a high level of customer service
Supervise and develop the trading infrastructure including DMA and HFT
Acquire low latency clients, cement current relationships, and share existing relationships with Citi colleagues
Cross sell into Swaps / ETFs / PB / Derivatives etc. and offer certain client full sales trading plus trading coverage
Ensure compliance with all relevant regulations and internal policy
Lead strong governance and controls
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk/reward of transactions when making business decisions
demonstrating proper consideration for the firm’s reputation

What we offer

Employer paid Defined Contribution Pension Plan contribution of 7% of employee’s pensionable earnings (PPE Program)
Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
Employee Assistance Program financed by Employer
Paid Parental Leave Program (maternity and paternity leave
statutory and 2 weeks additional paid paternity leave)
Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
Additional day off for volunteering
Extra days off provided to employees celebrating significant service anniversaries, with eligibility occurring every five years

Fulltime

Securities Advisory & Trading Specialist

Our Wealth Markets Group is dedicated to providing bespoke, institutional-grade ...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Good track record of progressive execution and advisory experience within financial services, with a significant portion dedicated to private client wealth management and demonstrable leadership in Fixed Income
Proven track record of actively delivering and executing across equity, fixed income, and credit products, including specific expertise with equity derivatives and light exotic products (e.g., listed derivatives, delta one, OTC accumulators, barrier options)
Demonstrable experience in client origination and relationship management for high-net-worth private clients and family offices
Bachelor's/University degree required
Master's degree preferred
RDR Level 4 minimum required
Expert commercial awareness and a proactive mindset, with the ability to identify client needs and match them to service delivery capabilities
Deep understanding of financial market developments and their application to private wealth strategies, with advanced knowledge of Fixed Income market mechanics and valuation
Excellent interpersonal and communication skills essential for effective engagement with internal staff and external clients
Strong IT skills essential, with an ability to assist in the development and improvement of trading platforms

Job Responsibility

Serve as the leading Fixed Income specialist for the desk, driving advanced advisory and trading solutions, and setting strategic direction within this asset class
Achieve significant P&L and revenue targets from Fixed Income mandates, employing sophisticated trading, hedging, and client-focused strategies
Provide authoritative market commentary, in-depth research, and actionable trade ideas that influence both internal desk positioning and client investment decisions in Fixed Income
Directly manage and aggressively grow a dedicated client base of 20-30 long-term accounts consisting of high-net-worth private clients and family offices, ensuring comprehensive advisory and execution across Fixed Income, Equities, Derivatives, and Credit products
Deliver expert advice and execute effectively on Equities (cash, listed derivatives, OTC exotic products) and Credit products, demonstrating a strong understanding of their market dynamics and client applications
Drive both internal and external sales initiatives, leveraging deep product knowledge to cross-sell and up-sell across all asset classes within the firm and to our client base
Actively market, originate, and close complex investment proposals and new account pitches as a core member of the integrated client team
Deliver expert ideas and investment strategy recommendations for private clients, integrating insights from Citi Research and CPB research functions across all covered products
Maintain a rigorous risk management approach with clients on their exposures, ensuring alignment with client risk tolerances and firm-wide standards across all asset classes
Appropriately assess risk in all business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets

Fulltime

Securities Advisory & Trading Specialist

Location

Luxembourg , Bertrange

Salary:

100000.00 - 160000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

A good track record of execution experience
Proven sales and trading experience in financial services across equity, fixed income, including experience with equity derivatives and light exotic products
Excellent interpersonal skills to deal with both internal staff and external clients
Self-motivated
Exposure to High-Net-Worth Private clients and Family Offices would be beneficial
Good interpersonal and communication skills essential
Strong IT skills essential
Ability to develop strong working relationships across functional and geographical lines
Ability to work to tight deadlines
Fluent spoken and written English

Job Responsibility

This role is based within the Wealth Markets Group, covering direct and indirect client activity in equity products (including cash, listed derivatives, and light OTC exotic equity products such as delta one, OTC accumulators, and barrier options), fixed income products
This position will be as a member of the team involved in covering private clients directly
Part of the integrated client team, delivering ideas and investment strategy recommendations as well as providing the highest level of tactical advice and execution to senior Citi Private Bank trading clients across equity, fixed income, and credit products directly and indirectly
Actively market and develop a dedicated client base of between 20-30 long term accounts in order to achieve business revenue and service objectives
Identify client needs and objectives within overall investment objectives and match to service delivery capabilities
Develop and update market intelligence to introduce equity, fixed income, and credit ideas and strategies through Citi Research and CPB research functions
Maintain rigorous risk management approach with clients on their exposures in line with client risk tolerances
Responsible for increasing sales across the product set from equity products (including cash equities, listed derivatives, and OTC equity derivatives such as vanilla, barrier, worst-of, delta one, accumulators, and Deccumulators), fixed income, and credit instruments
Communicate/deliver/close on client investment proposals and new account pitches as part of the overall client team
Ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model

Fulltime

Financial Services Specialist

As ASML continues to grow, ensuring the consistent delivery of high-quality cust...

Location

United States , Chandler

Salary:

Not provided

ASML

Expiration Date

Until further notice

Requirements

Bachelor's or Master's degree in Finance, Accounting, Business Economics, or a related field
At least two years of collections experience within a publicly traded company
Strong understanding of internal control frameworks as well as relevant laws and regulations
Experience working with ERP systems (such as SAP), Microsoft Office, and emerging IT solutions including S/4HANA and RPA
Demonstrates leadership presence and fosters a collaborative, inclusive work environment
Effectively prioritizes and manages a high volume of customer invoices, averaging 1,000 per week
Possesses excellent verbal and written communication skills in English
Proactive, customer-centric, and resilient under pressure
Values diversity and team development, with the ability to bridge cultural and disciplinary differences
Dedicated to continuous improvement and consistently strives to exceed expectations

Job Responsibility

Prepare, review and issue customer invoices in an accurate and timely manner in accordance with contractual terms, company policies and tax requirements
Monitor invoice delivery, ensuring customers receive invoices through the correct channels (email, customer portals, EDI, etc.)
Collaborate with internal teams to resolve billing discrepancies, pricing issues, or missing documentation
Due to the high volume of US01 customer invoices, this role will be expected to do routine check-in’s with CO management to align on focus areas, goals and key issues
Support process improvements to enhance billing accuracy, reduce errors and streamline the invoicing workflow
Produce regular reporting, including AR aging, cash forecast inputs, customer performance and invoice status tracking
Support month-end and quarter-end close, including reconciliation of AR accounts, review of unapplied cash and verification of billing completeness
Execute and deliver customer invoicing as needed, ensuring accuracy and timeliness
Ensure first-time-right execution and strict compliance with ASML’s internal policies, U.S. GAAP, and both local and global regulations
Promote process standardization and automation by utilizing tools such as SAP S/4HANA, Robotic Process Automation (RPA), portals, and macros to improve efficiency

Fulltime

Client Services Specialist

This position supports the Investment Consulting Services team with a blend of o...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Associate’s Degree or higher (Bachelor’s preferred but not required)
Minimum 2 years of administrative support experience in a detail oriented services environment
prior experience in wealth management, investment, or tax/accounting firms is strongly preferred
Strong client service orientation, professionalism, and teamwork mindset
High attention to detail, process-orientation, and ability to manage transactional accuracy/compliance
Proven ability to manage multiple deadlines independently and proactively
Superior communication skills (both verbal and written) for working with internal and external stakeholders of varying seniority
Advanced proficiency in Microsoft Excel and PowerPoint
Solid experience with Teams, Word, and Outlook
Demonstrated experience tracking transactions, preparing or filing sensitive client documentation, and organizing meetings/materials

Job Responsibility

Supports the Investment Consulting Services team with a blend of operational and administrative responsibilities
Acts as a liaison with investment managers, vendors, custodians, and clients
Handling client paperwork (brokerage accounts, agreements, trade authorizations)
Tracking and logging financial transactions
Coordinating compliance for client documentation
Preparing tax packages
Supporting client meetings
Organizing financial documents
Facilitating communications between clients and staff

What we offer

Medical, vision, dental, and life and disability insurance
Eligible to enroll in company 401(k) plan
Free online training

Field Services Specialist

The Active Oxygens (AO) Field Service Specialist will report to the Technical Se...

Location

United States , Tonawanda

Salary:

72700.00 - 131700.00 USD / Year

Evonik Industries

Expiration Date

Until further notice

Requirements

Minimum high school diploma or equivalent
Minimum 3 – 5 years of relevant fabrication or trade experience (millwright, welding, HVAC, electrician, etc.)
Experience in the chemical industry preferred
Experience with instrumentation and electrical (I&E) preferred
Competent planning and organizational skills
Attention to detail
Teamwork and strong communication skills
Safety conscious and risk/hazard sensitive
Willingness to travel up to 70% during peak periods
Willingness to work evenings and weekends during workload surges, although infrequent

Job Responsibility

To install AO chemical systems and to supervise outside contractors installing systems for customers as required (travel requirement)
To perform routine and preventive maintenance on systems as needed and make recommendations accordingly (travel requirement)
To troubleshoot system problems, and to field design and install equipment for chemical trials in order to ensure that customer systems are operational and safe (travel requirement)
To assemble and fabricate piping and pumping equipment for customer trials and permanent applications and to refurbish equipment as necessary for the AO Product Lines (hydrogen peroxide, peracetic acid (PAA) and persulfates)
Ability to interface with third parties for fabrication, electrical and control work when non-Evonik resources are needed
Consult with department engineering personnel as needed on fabrication issues and design approach
Maintain shop equipment (i.e. welding machines, hand tools) and trial equipment such that appropriate specifications are met
Perform clerical activities such as customer visit reports, time sheets, expense reports, travel planning with reservations, and to document equipment and materials used for projects
Assist in the critical review of systems for safety, environmental, and regulatory compliance, and ensure that all fabricated equipment meets customer safety requirements, and Evonik standards

What we offer

Medical, dental, and vision benefits
Paid time off plan
401(k) savings plans
Health Savings Account (HSA)
Flexible Spending Accounts (FSAs)
Employee Assistance Program
Voluntary Benefits and Employee Discounts
Disability benefits
Life Insurance
Parental leave

Fulltime

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Trading Services Specialist

Job Description

Job Responsibility

Requirements

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