Description

+ We are seeking a client-focused Trade Desk Associate / Mutual Fund Trader to support a high-volume, inbound call center environment. This role is 100% service-oriented, partnering directly with financial advisors, field offices, and clients to execute trades, process money movement requests, and provide account support.

+ The ideal candidate thrives in a fast-paced financial services environment and delivers exceptional customer experiences while maintaining accuracy and compliance.

+ Average 30 calls per day

Skills
Series 7, series 63, series 66, customer service, trade desk, call center
Additional Skills & Qualifications

+ Need Active Licenses FINRA Series 7 & 63 or 66

+ Needs customer service experience, call center, financial services experience preferred

+ Financial services background

#westpriority26
Experience Level
Expert Level
Job Type & Location
This is a Permanent positio...