Senior Associate, Client Support Services
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AI Summary
About BetaNXT
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Overview of the Senior Associate, Client Support Services
The Senior Associate, Client Support Services supports daily trading operations and client/exchange connectivity for small and/or less complex clients and projects. This role is accountable for assigned daily tasks, medium- and longer-term support activities, and issue resolution across trade flows, trading interfaces, FIX connectivity, regulatory reporting, and related infrastructure touchpoints, including networking and Linux environments.
The ideal candidate brings practical experience in multi-asset trade support, strong working knowledge of FIX protocol, and the ability to troubleshoot issues across application, network, and system layers while escalating complex matters to more senior team members as appropriate.
Duties and Responsibilities of the Senior Associate, Client Support Services
- Support assigned daily activities across the trade lifecycle for equities, fixed income, and options
- Monitor and support FIX connectivity, including session checks, log review, and message troubleshooting
- Assist with client onboarding, certification, and testing for FIX connections, working under guidance for more complex setups
- Troubleshoot order and execution flow issues across internal and external systems, helping maintain stability of real-time trading interfaces
- Support CAT and FINRA reporting processes by completing assigned reviews, reconciliations, and issue follow-up
- Investigate connectivity issues involving network circuits, latency, and routing that may impact assigned trading flows
- Partner with network teams on circuit migrations, failovers, and incident resolution, escalating complex issues as needed
- Serve as a day-to-day contact for assigned client issues related to trade processing, FIX connectivity, and reporting, communicating updates clearly to technical and business stakeholders
Skills and Experience of the Senior Associate, Client Support Services
- Often a minimum of 3 to 5 years of relevant experience in trade support, trading operations, or a related capital markets environment
- Working understanding of the trade lifecycle across equities, fixed income, and options
- Experience in broker-dealer or capital market environments
- Hands-on experience with FIX protocol, including session connectivity, message flows, and troubleshooting
- Working knowledge of Linux/Unix systems and networking fundamentals
- Experience supporting incident management, issue documentation, and root cause follow-up
- Excellent communication and stakeholder management skills
Preferred Qualifications
- Exposure to Mainframe technologies, including navigating Mainframe online environments for job monitoring, data lookup, and issue triage
- Familiarity with TSO/ISPF commands
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