Corebridge Financial · 1 month ago
Trading Support Specialist
TX-Houston
Full-time
Onsite
Mid Level
3+ years expCorebridge Financial is committed to partnering with financial professionals to enhance financial action for clients. The Trading Support Specialist will support clients and financial professionals by executing securities transactions and providing exceptional service in a trading environment.
Financial ServicesInsuranceLife Insurance
Responsibilities
Execute securities transactions to achieve the best result for clients and representatives while demonstrating exceptional customer services in a call center trading environment
Analyze, identify, and resolve complex trading issues with clearing firm, representatives, financial advisors, and internal business partners including trade corrections
Respond to inquiries from representatives, financial advisors and internal business partners regarding trade related policies and procedures
Deliver and track analysis summaries to internal business units for review and follow up pertaining to monthly and quarterly trade corrections and error resolution
Participate in the creation and issuance of written procedures
Manage and maintain strong relationships with business partners
Communicate and escalate issues as appropriate to the Senior Management
Stay current on trends in our business
Manage priorities and deadlines, understanding the impact to other areas and proposing solutions with the greatest positive impact
Qualification
Required
At least 3 + years of experience in Financial Services preferably in a trading, error correction and supervision capacity
FINRA Series 7 required
FINRA Series 66 Required or ability to obtain in 60 days
FINRA Series 24 and Series 53 encouraged
Preferred
In-Depth knowledge of investments, suitability, and operational functions of a Trading Department
Extensive knowledge of securities back-office operations
Excellent customer service and communication skills
Well organized and detail oriented
Able to exercise independent thought and decision making
Ability to work in a fast paced and ever-changing environment
Strong presentation and business writing skills
Demonstrated ability to manage multiple tasks and projects simultaneously, prioritize competing work efforts, manage time effectively and without supervision
Able to establish and maintain effective relations with external and internal business partners
Benefits
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Company
Corebridge Financial
Corebridge Financial is a providers of retirement solutions and insurance products. It is a sub-organization of AIG.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Nippon Life Insurance Company of Japan
2025-11-04Post Ipo Secondary· $1B
2025-08-06Post Ipo Secondary· $1B
2024-11-07Post Ipo Secondary· $936M
Leadership Team
Alan Colberg
Lead Independent Director and Chair Nominating and Corporate Governance Committee
Ryan Vickerman
Digital Creative Director
Recent News
2026-01-07
2025-12-02
Company data provided by crunchbase