Trading & Onboarding Consultant

Trading & Onboarding Consultant (BH-400186)

Location:

Fort Mill, United States Sector Financial Services

Trading & Onboarding Consultant
Fort Mill, SC;
Tempe, AZ;
San Diego, CA (Hybrid)
6+ month contract

The role will assist with advisor onboarding, platform training, conversion-data review, inbound support, post-conversion issue resolution, and updates to advisor guides and training materials. Successful candidates will be comfortable learning detailed trading workflows, communicating with financial professionals, researching issues, and managing multiple priorities in a fast-paced environment.

• Provide support related to model management, model assignments, restrictions, equivalents, portfolio rebalancing, and block trading workflows.
• Assist with platform training through webinars, demonstrations, office hours, scheduled appointments, and inbound calls.
• Help users understand documented differences between systems and workflows.
• Review available conversion information to identify missing models, assignments, restrictions, equivalents, or other setup issues.
• Research and document advisor, account, model, and system-related questions.
• Escalate complex discrepancies or potentially broader conversion issues to the appropriate business or technology partner.
• Help update job aids, FAQs, training materials, and guides explaining key differences between workflows.
• Track advisor questions, issue ownership, status, and follow-up through resolution.
• Support system testing, defect tracking, and post-conversion stabilization activities.
• Maintain working knowledge of investment products, trading systems, model-based practices, and rebalancing methodologies.
• Collaborate with Trading, Technology, Product, Operations, Training, and conversion partners.
• Support additional trading and operational priorities as conversion demand changes.
• Additional responsibilities may be assigned as needed.

• 2+ years of financial services or trading operations
• 2+ years of experience in a client-service, support, operations, or call-center environment Strong written and verbal communication skills Ability to explain technical or operational information clearly
• Strong attention to detail, organization, and follow-through
• Ability to research information across multiple systems or data sources
• Ability to learn new platforms and workflows quickly
• Ability to manage multiple priorities with limited direction
• Sound judgment when identifying and escalating issues
• Strong Microsoft Office skills
• Advisor service and relationship support
• Analytical and problem-solving skills
• Clear communication
• Process discipline and follow-through
• Attention to detail
• Adaptability and willingness to learn
• Issue ownership and escalation
• Cross-functional collaboration
• FINRA Series 7 strongly preferred
• Financial-services, trading, or investment-operations experience
• Knowledge of mutual funds, equities, ETFs, or options
• Experience with model-based portfolio management or rebalancing
• Experience supporting models, restrictions, equivalents, or trading instructions
• Experience providing advisor or client support by phone
• Experience supporting onboarding, training, conversions, acquisitions, or technology implementations
• Experience with data review, reconciliation, QA/UAT testing, or issue tracking
• Experience with Client Works Reba lancer, Advisor
  360, BETA, Model Hub, or similar trading and portfolio-management platforms

$28.00

$40.00

Benefit eligibility is in accordance with applicable laws and client requirements.

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for…