Trading Support Specialist

Description

Supporting advisors and internal trading teams during platform conversion

Assisting with model management, assignments, restrictions, equivalents, portfolio rebalancing, and block trading workflows

Delivering training through webinars, demonstrations, office hours, appointments, and inbound calls

Explaining workflow differences between Commonwealth and internal systems

Reviewing conversion data to identify setup issues and missing information

Researching and documenting advisor, account, model, and system questions

Escalating complex issues to business and technology partners

Updating FAQs, guides, job aids, and training materials

Tracking issues and ensuring resolution through completion

Supporting testing, defect tracking, and post-conversion stabilization efforts

Maintaining knowledge of investment products and trading methodologies

Collaborating with Trading, Technology, Product, Operations, Training, and Conversion teams

FINRA Series 7 (strongly preferred)

Knowledge of mutual funds, equities, ETFs, and options

Model-based portfolio management experience

Portfolio rebalancing experience

Trading instructions, restrictions, and equivalents experience

Experience supporting advisors by phone

Platform onboarding and training experience

Conversion, acquisition, or implementation support experience

Data review and reconciliation experience

QA/UAT testing and defect tracking experience

Client Works Rebalancer experience

Advisor
360 experience

BETA experience

Model Hub experience

Other trading or portfolio management platform experience

This is a Contract position based out of Fort Mill, SC.

The pay range for this position is $32.00 – $38.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan — Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Fort Mill,SC.

This position is anticipated to close on Sep 12, 2026.

We’re partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.

That’s the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy,…