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Remote Equity Trade Support Jobs in Michigan (NOW HIRING)

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Product Support Specialist

Detroit, MI · Remote

$60K - $70K/yr

Product Support Specialist - Remote US or Canada As the face of our brand and the first-line ... We consider skill requirements, role responsibilities, pay equity, and our company's sustainability ...

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Remote Equity Trade Support information

What is a remote equity trade support?

A Remote Equity Trade Support role involves assisting traders and clients with the processing, settlement, and troubleshooting of equity trades, all while working from a remote location. Professionals in this position ensure trades are executed accurately, resolve any trade discrepancies, and provide operational support to trading desks. They also handle trade reconciliations, manage trade breaks, and liaise with internal teams and external clients to resolve issues. This role requires knowledge of equity markets, attention to detail, and strong communication skills. Working remotely, these professionals use digital platforms to monitor trades and maintain smooth market operations.

What are the key skills and qualifications needed to thrive as a remote equity trade support?

To thrive as a Remote Equity Trade Support, you need a solid understanding of equity markets, trade lifecycle, and financial regulations, typically supported by a degree in finance or related field. Familiarity with trading platforms (such as Bloomberg or Fidessa), trade capture systems, and order management tools, as well as experience with Excel or VBA, is often required. Strong attention to detail, problem-solving abilities, and effective communication skills are essential for managing trade discrepancies and collaborating across teams remotely. These skills and qualities ensure accurate trade processing, minimize operational risk, and maintain seamless support for trading operations in a remote environment.

What are some common challenges faced by professionals in a remote equity trade support role, and how can they be addressed?

Professionals in Remote Equity Trade Support often encounter challenges such as managing high volumes of trades, resolving discrepancies between systems, and effectively communicating with traders and clients across different time zones. Staying organized and adapting to fast-paced changes is essential. Utilizing strong problem-solving skills, leveraging collaboration tools, and maintaining clear, proactive communication with internal teams can help address these challenges and ensure smooth trade settlement and client satisfaction.

What is the difference between Remote Equity Trade Support vs Remote Equity Trading Analyst?

AspectRemote Equity Trade SupportRemote Equity Trading Analyst
Primary RoleSupports trade execution, reconciliation, and issue resolutionAnalyzes market data, develops trading strategies, and monitors performance
Required SkillsTrade systems, reconciliation, compliance knowledgeMarket analysis, financial modeling, trading platforms
Work EnvironmentBack-office, client support, trading platformsResearch, strategy development, market analysis
CertificationsFINRA Series 7/63, possibly CFASeries 7/63, CFA beneficial

Remote Equity Trade Support focuses on executing and supporting trades, ensuring smooth operations. In contrast, Remote Equity Trading Analysts analyze market data and develop trading strategies. Both roles require financial certifications and work in the finance industry, but their core responsibilities differ significantly.

What are the most commonly searched types of Equity Trade Support jobs in Michigan?

The most popular types of Equity Trade Support jobs in Michigan are:

What are popular job titles related to Remote Equity Trade Support jobs in Michigan?

For Remote Equity Trade Support jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Remote Equity Trade Support jobs in Michigan look for?

The top searched job categories for Remote Equity Trade Support jobs in Michigan are:

What cities in Michigan are hiring for Remote Equity Trade Support jobs?

Cities in Michigan with the most Remote Equity Trade Support job openings:

Remote Equity Trade Support jobs near you

Client Support Specialist - Greater Detroit, MI Area (REMOTE)

Fidelity Investments

Detroit, MI • On-site, Remote

$17.75 - $24/hr

Full-time

Re-posted 4 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description


To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc
Note: Fidelity will not provide immigration sponsorship for this position.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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