About this role
Trading Analyst - North Hills, NC at Advyzon. Location: Raleigh, North Carolina, United States. Role: serving clients, troubleshooting issues, documenting resolutions Requirements: 1-3 years client support or trading/operations experience; bachelor's degree or equivalent; strong analytical, troubleshooting, and communication skills; experience with trading/rebalancing concepts and Excel; comfortable with CRM and ticketing workflows. Category: Customer Service Seniority: Mid Level Tools: Quantum, Microsoft Excel, CRM, Schwab, Fidelity, Pershing Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English