Imported from previous forum
[ original email was from Gerald O’Mara - gom@navistaff.com ]
Recommend trading strategies that best leverage/optimize the Product functionality on client trading desks
Provide ongoing client relationship management as part of the Account Team
· Monitor client usage of the products. Uncover and escalate potential issues.
· Report customer status on a weekly basis
· Ensure users are trained
· Maintain current securities trading industry knowledge
· Account specialists interact on a one on one basis with traders, technology support personnel, as well as the business management of the customers.
· Internally Account Specialists are a main part of the core Account coverage team.
PROBLEM SOLVING COMPLEXITIES
· Needs assessment
· Formulation of complex trading strategies
· Management of customer expectations.
KNOWLEDGE / EXPERIENCE / SKILLS
· Must have Trading experience. Preferably Buy Side experience.
· Experience with Trading systems technology and software configuration.
· Relationship Management skills a must.