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Operations Capital Markets Specialist II

Company

Stifel

Location

San Francisco, California

Type

fulltime

The Operations Capital Markets Specialist II ensures correct trade processing for all large Institutional clients. This position will research and resolve incoming inquiries from Institutional clients, Capital Market Traders, and Sales associates.



What We're Looking For


  • Accurately coding account numbers and commission charges on trades assists with processing trade allocations via the Fidessa Trading System with DTCC and CTM Interfaces.

  • Provides support to Traders and Sales associates.

  • Provides support to Institutional clients.

  • Researches and resolves basic Trade breaks.

  • Balances inventory positions for Trading areas.

  • Opens Institutional client accounts.

  • Proficiently provides support related to order entry or billing questions, understands procedures, and is able to research trading inquiries while acting as the company gatekeeper for Stifel information.

  • Assist wi...

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