Broadridge

Client Implementation Specialist

Broadridge

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • 🇺🇸 United States

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Salary

💰 $95,000 - $100,000 per year

Job Level

JuniorMid-Level

About the role

  • Guide new customer accounts to a successful go-live on the LTX Trading application
  • Facilitate user acceptance testing (UAT) with clients
  • Onboard new end users on a credit desk to an e-trading system
  • Work with client integration and deployment teams to ensure all InfoSec and security requirements are satisfied
  • Communicate client feedback to relevant teams internally
  • Coordinate Disaster Recovery testing requirements internally and externally
  • Lead training sessions on system functionality to relevant client end users

Requirements

  • Bachelor’s degree in Finance, Economics, Business, Information Technology, or related field
  • 2–5 years of experience in software implementation, project management, client services, or a related role
  • Familiarity with investment management concepts, including portfolio management, execution, regulatory reporting, and trade compliance
  • Familiarity with market structure and trading technology for fixed income and credit markets
  • Strong technical skills with an eagerness to learn
  • Excellent communication, interpersonal, and client-facing skills
  • FINRA Licensed (Series 7 & SIE) - must obtain within first 6 months if not already licensed
  • Experience working at an e-trading platform in any asset class, preferably fixed income.
Benefits
  • Bonus Eligible
  • Comprehensive benefit offerings
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
software implementationproject managementuser acceptance testingclient onboardingDisaster Recovery testinge-trading systemsinvestment managementportfolio managementregulatory reportingtrade compliance
Soft skills
communication skillsinterpersonal skillsclient-facing skillsleadershiptraining facilitationfeedback communicationorganizational skillsteam coordinationproblem-solvingadaptability
Certifications
Bachelor’s degreeFINRA Licensed (Series 7)FINRA Licensed (SIE)
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