Trade Desk Specialist - (Johnston, RI or Charlotte, NC)

Job description

As a Trade Desk Specialist , at Citizens, you’ll play a critical role in delivering exceptional service and operational excellence within our growing Wealth Management team. This is an operations-focused role that supports inbound inquiries and trade requests from end clients and financial advisor lines. This position is essential to maintaining client experience service levels and ensuring timely, accurate trade execution. You’ll be at the center of trade execution and account management, ensuring compliance and a seamless experience for our clients. This is an exciting opportunity for a motivated professional who thrives in a fast-paced environment and is passionate about financial markets and client success. Qualifications: - Monitor the daily operations of trade execution, settlement, and clearing processes to ensure timely and accurate trade completion. - Execute and process trades across multiple products, including mutual funds, UITs, structured products, equities, and fixed income. - Ensure accuracy and compliance with regulatory requirements (TRACE, RTRS, CAT). - Discrepancy Resolution: Monitor and resolve trade discrepancies promptly, coordinating with various departments...