Logo for BetaNXT

Senior Associate, Client Support Services

Role overview

Qualifications

  • 3 to 5 years of relevant experience in trade support or trading operations
  • Working understanding of the trade lifecycle across equities, fixed income, and options
  • Hands-on experience with FIX protocol, including session connectivity and troubleshooting
  • Working knowledge of Linux/Unix systems and networking fundamentals

Responsibilities

  • Support assigned daily activities across the trade lifecycle for equities, fixed income, and options
  • Monitor and support FIX connectivity, including session checks and message troubleshooting
  • Assist with client onboarding, certification, and testing for FIX connections
  • Troubleshoot order and execution flow issues across internal and external systems

Key facts

Other skills

  • Communication

About the company

BetaNXT logo

BetaNXT

Capital Markets & Securities

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 two industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Company details

Company typeScaleup
IndustryCapital Markets & Securities
Company size501 - 1000

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

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


#LIRemote

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Client Service Specialist (Customer Care) Related jobs

Other jobs at BetaNXT

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.