Assist in taking inbound calls / chats daily to help train and answer questions clients may have on the Orion trading platform
Assist with additional training needs by participating in Home Office Visits, travel to client offices, and attend conferences such as Ascent
Quickly identify trading system issues and partner with programming and trading leadership and deliver a resolution to clients
Demonstrate the ability to be an advocate for clients by receiving feedback and providing system enhancement suggestions through Jira
Support multiple Orion Trading Functionalities and platforms – Including but not limited to TOM, Eclipse, Portfolio View Trading, Orion Custom Indexing, Sleeve trading, and Compare Tool
Maintain expected service levels and high-quality engagements as measured by Glia, cases, and NPS surveys
Collaborate effectively with internal teams and external clients, providing support across business functions as needed
Cross-train and adapt to meet evolving business needs

Has knowledge of industry rules and regulations pertaining to various security instruments and markets
Has knowledge and understanding of anti-money laundering rules and procedures required to maintain compliance
Has ability to quickly learn new and utilize multiple internal/external trading systems and platforms
Has ability to multi-task while maintaining careful attention to detail in a time sensitive environment
Speaks effectively before groups of customers or employees, as well as conduct effective presentations
Acts as a liaison between the client and internal development groups
Has strong skills in effective oral, written, interpersonal and listening, including the ability to communicate technical information to nontechnical personnel
Works effectively both individually and within a team environment
Works with a sense of urgency to meet deadlines and address competing priorities
Has proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook
Has effective written, listening and verbal communication skills
Has effective problem solving and organizational skills
Has a Bachelor's degree in Business Administration, Finance or related field
Has minimum of 1-3 years of experience in the financial services industry or prior/current employment with Orion; experience in a trading-related role for an investment advisor
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Trading Product Specialist

Key skills