Trade Desk Specialist
Location
Charlotte, NC
Job Type
Full-time
Category
other-general
Posted
June 19, 2026
Description
As a Trade Desk Specialist, you will provide world class service in trade entry, order execution, account maintenance and customer service. Products include but not limited to managed accounts, mutual funds, fixed income, and equities. Representative will also assist in ad-hoc projects and call out campaigns. Highly motivated, team-oriented colleague will be able to work individually as well as effectively with other teams.
Primary responsibilities include
+ Trade entry, order execution, and quality control.
+ Initiate and submit trades for mutual funds, UITS, structured products, equities, and fixed income over the phone and through paperwork.
+ Monitor managed accounts.
+ Adhere to regulatory requirements for TRACE, RTRS, and CAT.
+ Assist financial advisors with operational support, and various service-related requests as needed.
+ Ability to learn and train in all aspects of the trade desk.
...
As a Trade Desk Specialist, you will provide world class service in trade entry, order execution, account maintenance and customer service. Products include but not limited to managed accounts, mutual funds, fixed income, and equities. Representative will also assist in ad-hoc projects and call out campaigns. Highly motivated, team-oriented colleague will be able to work individually as well as effectively with other teams.
Primary responsibilities include
+ Trade entry, order execution, and quality control.
+ Initiate and submit trades for mutual funds, UITS, structured products, equities, and fixed income over the phone and through paperwork.
+ Monitor managed accounts.
+ Adhere to regulatory requirements for TRACE, RTRS, and CAT.
+ Assist financial advisors with operational support, and various service-related requests as needed.
+ Ability to learn and train in all aspects of the trade desk.
...