Integrity Trade Services Jobs in Usa

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Responsibilities:

• Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
• Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
• Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
• Reviews, assesses and responds to all corporate action items and client account alerts.
• Prepares financial reports, spreadsheets and other materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Skills:

• Company's working structure, policies, mission, and strategies.
• Managed account platforms.
• General office practices, procedures, and methods.
• Investment concepts, practices and procedures used in the securities industry.
• Financial markets, products and industry regulations.
• Trading terminology.
• Client Relationship Management (CRM) software, or similar contact management software.
• Goal planning software.
• Excel, including developing spreadsheets as needed and for ongoing reporting.
• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
• Identify time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Analyze problems and establish solutions in a fast paced environment.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.

Education/Previous Experience:

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.

Travel: Less than 25%

Workstyle: Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Permanent MD/DO Integrative & Functional MedicineLocation: Durham, North CarolinaMomentum Healthcare Staffing is currently seeking a board-certified or board-eligible Integrative & Functional Medicine Physician (MD/DO) for a permanent position in Durham, NC.

This unique opportunity is ideal for a provider passionate about treating the root causes of illness and promoting holistic, patient-centered wellness.Key Responsibilities:Deliver personalized care using integrative and functional medicine principlesEvaluate and manage chronic conditions, hormonal imbalances, gut health, and lifestyle-related issuesDevelop individualized treatment plans incorporating nutrition, supplements, lifestyle modifications, and conventional therapiesCollaborate with a multidisciplinary team in a supportive practice environmentMaintain accurate and comprehensive EMR documentationQualifications:Board-certified or board-eligible MD/DO in Internal Medicine, Family Medicine, or related specialtyAdditional training or certification in integrative or functional medicine preferred (e.g., IFM, A4M, ABIHM)Eligible for North Carolina medical licenseStrong interest in holistic and preventive careExcellent communication and patient engagement skillsCompensation & Benefits:Competitive salary with performance-based incentivesFull suite of benefits including health, dental, vision, and life insuranceMalpractice coverageCME allowance and paid CME timeGenerous PTO and retirement planRelocation assistance and possible sign-on bonusJoin a forward-thinking practice in Durham, NC, a dynamic city known for its innovation, excellent healthcare systems, and vibrant quality of life.

Contact Momentum Healthcare Staffing today to learn more about this rewarding Integrative & Functional Medicine opportunity

Simmons and Hanbury are partnering with a global trading firm in Chicago who are looking for a Legal Counsel to join the team and lead the legal function of an impressive international business. This position provides a lot of potential for growth and development as Legal lead of a successful trading firm.

Legal Counsel will have oversight over commercial, governance, HR, Employment, Litigation and policy as well as regulatory compliance. You will work closely with senior management and cross functionally throughout the business.

Responsibilities include:

• Providing counsel on legal risks tied to new markets, products and technologies.
• Lead negotiations and managing agreements with traders, vendors and market participants.
• Track and evaluate regulatory changes.
• Assisting with corporate deals and tracking and evaluating regulatory changes
• Working with closely with HR.
• Managing litigation cases.

Candidates must have at least 5 years of experience as an attorney in a trading firm, law firm or in-house business with knowledge of US and international regulators (SEC, CFTC, NFA, FINRA). Please reach out at for more information.

Technical Integration Client Account Manager

Naperville, IL | Full-Time | MSP Environment

Are you an IT professional who enjoys working with clients as much as solving technical problems?

We’re looking for a Technical Integration Client Account Manager to help guide our clients’ technology strategy while working closely with our internal technical teams. This role is perfect for someone coming from an MSP, systems engineer, or technical account management background who enjoys being both technical and client-facing.

You’ll act as a trusted advisor, helping clients understand their IT environment, reviewing infrastructure, and ensuring best practices are implemented.

Technical Integration Client Account Manager - What You’ll Do

• Serve as the primary liaison between clients and technical teams
• Conduct IT environment reviews and infrastructure assessments
• Help identify improvements in networks, systems, and documentation
• Translate technical concepts into clear business recommendations
• Assist with client roadmaps and long-term technology planning
• Maintain accurate client documentation and system records
• Support client onboarding and ongoing account management
• Help coordinate small to mid-size infrastructure initiatives

Technical Integration Client Account Manager - What We’re Looking For

• 3+ years in IT support, systems administration, MSP engineering, or technical account management
• Strong understanding of IT infrastructure, networking, and systems
• Experience working directly with clients or stakeholders
• Ability to explain technical topics to non-technical audiences
• Strong communication and organizational skills

Nice to Have

• Experience working in a Managed Service Provider (MSP) environment
• Familiarity with IT Glue, MyITProcess, or similar documentation platforms
• Knowledge of IT best practices, compliance, or cybersecurity fundamentals
• Certifications such as CompTIA A+, Network+, or ITIL

Why This Role

This is a client-facing technical role where you’ll help businesses improve their IT environments while working alongside a strong engineering team. If you enjoy building relationships, reviewing systems, and helping organizations make smarter technology decisions, we’d love to connect.

$90-100Kbase

**Please read the ENTIRE job posting before applying**

** This is an entry-level position, and no prior experience is required. Training will be provided.**

This role operates in a Day Habilitation (DAY HAB) Setting, defined as services that provide opportunities and support for community inclusion and build interest in and develop skills for active participation in recreation, volunteerism and integrated community employment. (Iowa Health & Human Services). Day Habilitation provides assistance with acquisition, retention, or improvement of socialization, community participation, and daily living skills.

Community Integration Professionals support the mission of the organization empowering people to reach individual achievement across the spectrum of life. If youre passionate about empowering people to reach their goals and help them strive for more, we want you to join our team. As an integral part of the overall supported employment team, you will collaborate with other Community Integration Professionals, Direct Support Professionals, Programmers, Supervisors, individuals-served, and their families to ensure the best possible care for those you serve. You will creatively strategize ways for an individual to find employment that suits their skills, abilities, and goals. Your innovative and impactful solutions and strategies will make the difference for those you serve.

What Winning Looks Like

While its not a competition, we do recognize that each person wants to win at life; and youre a central part of someone elses wins as well as your own! In this role, youll be responsible to:

• Collaborate with the individual to create meaningful daily activities within their community based on their skills, abilities, and goals. This includes:

o Identifying the members interests, preferences, skills, strengths and contributions.

o Planning and coordination of the members individualized daily and weekly day habilitation schedules.

o Participating in community activities related to hobbies, leisure, personal health, and wellness.

o Participating in community activities related to cultural, civic, and religious interests.

o Participating in adult learning opportunities and volunteer opportunities.

• Provide services to individuals based on their unique goals and behavioral care plan. This includes:

o Teaching individuals how to accomplish their goal (rather than completing a task for them).

o Using behavioral strategies that support individuals and address any behaviors that do not lead to their success.

o Motivate and encourage individuals to participate in their behavioral care plans and reach their goals.

o Participate in recreational, community, and social activities with those you serve, honoring the choices of the individual.

o Display and understanding of when it is appropriate to apply rights-restrictions, only as determined by the interdisciplinary team and when indicated in the individuals behavioral care plan.

• Provide complete, consistent, and accurate documentation of the individuals progress.
• Provide safe environments and instruction to individuals served regarding the practices that will help them reach their goals.
• Be an advocate for individuals receiving services to have as much control over their own lives as possible. All individuals should be treated with respect and should feel empowered to live their life as independently as physically possible.

Know Were For You:

We know finding the right opportunity can be tricky thats why Imagine is focused on making sure your time is well spent. We take pride in the benefits we offer our employees. As an employee, youll have access to a variety of benefits that are sure to sweeten the deal. Depending on your full-time or part-time status, youll have access to:

• Competitive Wages: The base pay is $15/hour. With education and experience, you could start out making more than that.
• Scheduling: This position operates based off service needs; Monday through Friday 8:30am-4:30pm.
• Generous Paid Time Off (PTO): We all deserve a break now and then dont feel bad about taking time for you.
• 401k Retirement Plan: Secure your future with a cushioned fund that will allow you to live your best life.
• Comprehensive Insurance Plans: Whether its medical, dental, vision, or life insurance weve got you covered.
• Pre-Paid Legal Services: Be prepared for the things you just cant be prepared for on your own.
• Discounted Costco or Sams Club Memberships: What can we say? We know a great deal when we see one.
• Advancement Opportunities: We believe in your future, which is why we have a specifically designed leadership development opportunity purposed to launch your career.
• Employee Assistance Program: Were there for you through all lifes ups and downs.

Required

Preferred

Job Industries

• Social Services

Job Description

Salesforce Field Service Lightning (FSL) Architect

Must Have Technical/Functional Skills

• Deep knowledge of Salesforce Field Service Lightning (FSL) architecture, configuration, and best practices

• Strong experience in Service Cloud, Lightning Components, and Salesforce Platform

• Expertise in FSL data model, work order management, service appointments, resource scheduling, and dispatcher console

• Hands-on experience with FSL Mobile App and offline capabilities

• Proficiency in Apex, Visualforce, Lightning Web Components (LWC), and integration using REST/SOAP APIs

• Understanding of Salesforce security model, sharing rules, and role hierarchy

• Experience with third-party integrations (ERP, GIS, telematics)

• Strong knowledge of deployment tools (Change Sets, ANT, SFDX) and CI/CD processes

• Familiarity with Salesforce best practices, Governor Limits, and performance optimization

Roles & Responsibilities

• Design and implement end-to-end FSL solutions aligned with business requirements

• Collaborate with stakeholders to gather requirements, define technical architecture, and create solution blueprints

• Lead FSL configuration, including service territories, skills, operating hours, and optimization rules

• Develop and maintain custom components using Apex and Lightning frameworks

• Ensure data integrity, security compliance, and system scalability

• Provide technical leadership to development teams and guide them on FSL best practices

• Conduct code reviews, performance tuning, and quality assurance

• Manage integration with external systems and ensure seamless data flow

• Support UAT, training, and post-go-live activities

• Stay updated on Salesforce releases and recommend enhancements

Education

Bachelors

Job Purpose:

Seeking a Desktop Support Specialist to join the Technology team in New York. This individual will be responsible for both remote and in person support for all Employees. Duties include documenting, triaging, investigating, and resolving issues reported to the Service Desk. The Desktop Support Specialist will work closely with other teams within the technology department to understand the impact and root cause of issues. The successful candidate must be able to communicate clearly and concisely, particularly when under pressure.  Technical proficiency, excellent problem-solving skills, professionalism, and solid communication skills are a must. The support specialist will also need to be comfortable working in a fast -paced environment with a demanding user base and should be passionate about delivering continuous improvement across our technology platform.   

Duties & Responsibilities:

•    Serve as the first point of contact for customers needing technical assistance.   
•    Must work East Coast Market hours 
•    Manage trouble calls via our ticketing system, phone, remote, and desk side visits to ensure courteous, timely, and effective resolution of end user issues  
•    Troubleshoot hardware, Windows 10, Windows 11 and application issues 
•    Install and upgrade software, setup hardware and configure systems and applications such as MS Office, One Drive, Zoom, softphones, turrets, printers, scanners, bio metric, data encryption, VPNWIFI configuration, and firmware updates for deskside equipment such as Cisco phones  
•    Install and manage Spyware/Malware tools  
•    Install and support Market Data Feeds, Bloomberg, Thomson Reuters, ICE, Fidessa, Redi+, Fidessa and Global Relay  
•    Provide first level network support and troubleshooting for both wireless and wired configurations   
•    A basic understanding of Active Directory at the Organization Unit level   
•    Troubleshoot Cisco Phone systems / Video conference  
 

Requirements & Qualifications:

•    Minimum 2-4 years of general IT Support with extensive customer-facing experience, would prefer the person to have trading desk support. 
•    Experience with incident management/ticketing system like ServiceNow 
•    Proficiency in current protocols, operating systems and standards including Windows 10, Windows 11, Microsoft/Office 365 
•    Experience with System Center Configuration Manager/Endpoint Manager 
•    Experience with patch management and application deployment 
•    Expertise troubleshooting, resolving, and supporting desktops, laptops, applications, hard phones and WIFI devices  
•    Ability to thrive in a fast-paced environment and work effectively under pressure 
•    Experience providing ongoing support to C-suite executives 
•    Experience working in a similar role at a brokerage firm, private equity, hedge fund, asset management firm, or investment bank preferred 
•    High school degree required; college degree strongly preferred 
•    Must be willing to get MS900 certification 

Important Notes:

• Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
• No phone calls please, the applicant will be contacted within two weeks if successful

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Compensation: 

• BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
• The current estimated base salary range for this role is $85,000.00 - $115,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. 

Disclaimer:   

• 
  
• Duties are listed based on the estimated % of time. Other responsibilities may be assigned.
  
• Performs detailed verification and validation of payroll and billing data, identifying discrepancies, investigating root causes, and ensuring accurate processing.
  
• Provides timely, professional, and analytically sound responses to client inquiries, using critical thinking and subject?matter expertise to resolve issues related to payroll, billing, and funding processes.
  
• New customer set up and data entry.
  
• Maintains multiple interconnected customer databases with a high degree of accuracy, ensuring data integrity across payroll, billing, and funding systems.
  
• Updates customer folders with changes to reflect current week's payroll and billing instructions.
  
• Processes credits/rebills.
  
• Advises clients on optimizing their payroll and billing reporting workflows, applying problem?solving skills to identify inefficiencies and implement more effective processes.
  
• Delivers ongoing training and technical support to clients, explaining system functions, troubleshooting software issues, and guiding users through complex payroll and billing scenarios.
  
• Timely transmission of accounting and payments reports such as wires, ACH, and A/R credits/debits.
  
• Proactively identifies potential risks, recurring issues, and process breakdowns; analyzes root causes and escalates concerns with recommended solutions.
  

• 
  
• Act with uncompromising integrity.
  
• Provide outstanding service and build trusted relationships.
  
• Drive innovation in our products and services and continually improve our processes.
  
• Work in partnership and support each other.
  
• Be personally accountable and deliver on commitments.
  
• Treat each other with respect and dignity.
  

• 
  
• Consideration may be given to a candidate with a degree in lieu of experience.
  

• 
  
• Education Level Academic Concentration/Major
  
  Req/Preferred
  
• Bachelor's Degree, Accounting or related field, Preferred
  

• 
  
• Excellent organizational and time management skills.
  
• Excellent written and verbal communication skills in an environment with a high volume of calls and emails
  
• Ability to use multiple types of software including MS Office and proficiency in basic office equipment.
  
• Strong understanding of accounting principles and the ability to interpret payroll, tax, A/P, A/R, and cash posting data to resolve discrepancies.
  
• Ability to understand relationships of data in multiple databases and good with numbers, particularly reconciling differences.
  
• Must demonstrate meticulous attention to detail, accuracy under pressure, and the ability to manage high volume workloads without compromising quality.
  
• Exceptional critical Thinking and problem-solving skills, with the ability to evaluate issues, determine root causes, and implement effective solutions independently.
  
• Strong technical aptitude and ability to quickly learn and navigate multiple payroll, billing, and funding platforms, as well as Excel and other MS Office tools.
  

Must Have

• 
  
• 1099-S,Account Audits,Accounting,Accounting Journal Entries,Account Management,Account Reconciliations,Accounts Payable (AP),Accounts Payable Operations,Accounts Payable Process,Accounts Receivable (AR),Accounts Receivable Processing,Accruals,Ad Hoc Reporting,Aging Reports,Asana (Software),Audit Preparations,Audit Reporting,Audit Support,Automatic Clearing House (ACH) Processing,Balance Sheet Account Reconciliations,Balance Sheets,Bank Deposits,Bank Reconciliations,Bill Drafting,Billing,Billing Dispute Resolution,Billing Process,Billing Systems,Business-to-Business (B2B),Business-To-Business (B2B) eCommerce,Cash Allocation,Cash Application,Cash Flow Forecasting,Cash Management,Cash Operations,Cash Reconciliations,Chargeback,Check Processing,Claims Processing,Commission Accounting,Commission Analysis,Commission Reporting,Communication,Conflict Resolution,Credit,Credit Analysis,Credit Card Operations,Credit Card Processing,Credit Card Reconciliations,Customer Billing,Customer Reconciliation,Data Reconciliation,Debt,Dispute Management,Distribution Logistics Management,E-Commerce,Ensure Compliance,Enterprise Resource Planning (ERP),Financial Accounting,Financial Close,Financial Closings,Financial Processing,Full Cycle Accounts Payable,General Ledger Coding,Generally Accepted Accounting Principles (GAAP),Google Workspace,Insurance Claim Handling,Intercompany Accounting,Internal Auditing,International Procurement,Interpersonal Communication,Intuit QuickBooks,Inventory Management,Inventory Planning,Invoice Processing,Invoices,Loan Amortization,Mathematical Calculations,Microsoft Office,Mining,Monthly Close Process,Negotiation,Networks,Odoo,Office Equipment,Operations Support,Oracle Netsuite,Oral Communications,Order Processing,Payment Handling,PayPal,People Management,Pivot Tables,Procurement,Project Proposal Writing,Purchase Orders,Real Estate,Reconciliations,Reporting Management,Report Preparation,Reports Analysis,Revenue Recovery,Sales,Sales Compensation,Sales Order Processing,Sales Orders,Sales Process,Sales Reporting,SAP Data Entry,SAP NetWeaver,Self-Starter,Shipping,Shopify,Slack Software,Spanish Language,Standard Operating Procedure (SOP),Teamwork,Trial Balances,Variance Reporting,Vendor Billing,Vendor Evaluations,Vendor Reconciliation,VLOOKUP Function,Warehouse Inventory Management,Write Offs,Writing
  
• Ability to navigate multiple databases and systems simultaneously
  
• Demonstrated ability to maintain accuracy under tight deadlines
  
• Proficiency with payroll and billing systems
  
• Strong critical?thinking skills to diagnose and resolve complex client issues
  
• Strong data integrity skills, including verifying, validating, and documenting client updates
  
• Strong Microsoft Excel skills (sorting, filtering, formulas, data validation)
  

Nice To Have

• 
  
• Ability to troubleshoot common system issues and guide clients through platform workflows
  
• Understanding of accounting principles relevant to payroll, A/P, A/R, and cash posting
  
• Working knowledge of payroll processes, earnings, deductions, and employer taxes