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Remote Trade Support Jobs in Colorado (NOW HIRING)

Our software reports, trades, and bills investment accounts * 100% remote company with great ... Provide technical support by resolving issues and questions by phone and email * Give webinars and ...

Our software reports, trades, and bills investment accounts * 100% remote company with great ... Help support an amazing, best-in-class product that is fun to use * Competitive salary + health ...

Success Coach

Denver, CO · On-site +1

$50K - $60K/yr

Role Description This is a full-time, remote role for a Success Coach who will guide, support, and ... Break down complex brokerage and trading concepts into actionable steps that drive client ...

Full Training, Mentoring and Support PROVEN Duplicatable Sales System Uncapped Earning Potential ... Individuals who want a salary or looking to trade their TIME for MONEY Employee minded people ...

Full Training, Mentoring and Support PROVEN Duplicatable Sales System Uncapped Earning Potential ... Individuals who want a salary or looking to trade their TIME for MONEY Employee minded people ...

Sales Associate

Fort Collins, CO · Remote

$65K - $75K/yr

... or remote sales employees with training and information requirements, acting as a sales liaison ... Lead the planning and preparation for trade shows - will travel to trade shows to support Minimum ...

Sales Associate

Fort Collins, CO · Remote

$65K - $75K/yr

... or remote sales employees with training and information requirements, acting as a sales liaison ... Lead the planning and preparation for trade shows - will travel to trade shows to support Minimum ...

Sales Associate

Fort Collins, CO · Remote

$65K - $75K/yr

... or remote sales employees with training and information requirements, acting as a sales liaison ... Lead the planning and preparation for trade shows - will travel to trade shows to support Job ...

Sales Associate

Fort Collins, CO · Remote

$65K - $75K/yr

... or remote sales employees with training and information requirements, acting as a sales liaison ... Lead the planning and preparation for trade shows - will travel to trade shows to support Job ...

Sales Associate

Fort Collins, CO · Remote

$65K - $75K/yr

... or remote sales employees with training and information requirements, acting as a sales liaison ... Lead the planning and preparation for trade shows - will travel to trade shows to support Job ...

... trading decisions and mid-to-long-term investment decisions that keep utility prices low, support ... Remote - US * Type: Full-time * Reporting to: Senior Director, Professional Services * Travel ...

Remote - Seattle, WA Opportunity Incumbent is responsible for driving profitable sales growth of ... Stores, consumer and trade-centric locations, and key distributor partners. Specific ...

Remote - Seattle, WA Opportunity Incumbent is responsible for driving profitable sales growth of ... Stores, consumer and trade-centric locations, and key distributor partners. Specific ...

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Showing results 1-20

Remote Trade Support information

What is the difference between Remote Trade Support vs Remote Customer Service Representative?

AspectRemote Trade SupportRemote Customer Service Representative
Required CredentialsTrade certifications, industry-specific knowledgeCustomer service skills, basic computer skills
Work EnvironmentTrade industry, logistics, or manufacturing sectorsVarious industries, retail, tech, services
Employer & Industry UsageTrade companies, import/export firmsRetailers, service providers, call centers
Common Search & Comparison IntentTrade support roles, industry-specific supportCustomer support, client service roles

Remote Trade Support focuses on assisting clients and partners with trade-related issues, requiring industry-specific knowledge and certifications. In contrast, Remote Customer Service Representatives handle general customer inquiries across various industries, emphasizing communication skills. While both roles involve remote work and client interaction, their industry focus and required credentials differ significantly.

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

The most popular types of Trade Support jobs in Colorado are:

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

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

Software Support Analyst (Investment Finance) (remote)

Remote

FinFolio
Software Development • 11 - 50 employees

Full-time

Medical, Dental, Retirement, PTO

Re-posted 28 days ago


Job description

Do you obsess about making clients happy and dream of solving challenging technical and financial problems? Are you interested in quick promotion opportunities and as much responsibility as you can handle?  FinFolio is the back office for large investment advisors and you will help us support our mission critical software.


Who is FinFolio?

  • We make wealth management simpler!
  • A SaaS solution that is the back office for professional wealth managers
  • Our software reports, trades, and bills investment accounts
  • 100% remote company with great benefits
  • Startup, small-company atmosphere
  • Passionate and excited about great software and making our clients happy

What will you do at this job?

  • Discuss investments and software functionality with wealth manager clients
  • Provide technical support by resolving issues and questions by phone and email
  • Give webinars and 1-on-1 training to clients
  • Implement new clients by converting data from their old software
  • Assist in testing products with new software releases
  • Help troubleshoot software bugs and work with development team to make fixes
  • Build processes and procedures to help new team members
  • Write and maintain documentation and articles about software functionality

What qualifications would help me be successful at FinFolio?

  • Familiar with market operations (Exchanges, stocks, bonds, etc.)
  • Excellent written and verbal communication skills in English
  • Must be reliable and self starting, with a strong attention to detail
  • Based in the USA, with a quiet home office and fast internet
  • Must be tech savvy, able to write scripts and use macro languages
  • Finance degree, Series 63 or equivalent experience
  • Would be a plus to know FTP, SQL, DOS Batch, or REST APIs

How do we work remotely?

  • You need a quiet home office, suitable for video, telepresence and meetings
  • Slack & Pragli for intra-office communication (you will be on video often)
  • GMail for communication with clients and data vendors
  • Gusto for HR and payroll
  • Google Drive for documents, spreadsheets, etc.
  • Hubspot for contact management and help desk

Why should you work here?

  • Work with a team that is excited and passionate about what they do
  • Help support an amazing, best-in-class product that is fun to use
  • Competitive salary + health/dental + unlimited paid time off + 401K match
  • Interact with interesting and successful financial advisor clients
Employment Type: FULL_TIME