Description

Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field office/financial advisors and client facing Taking calls from customers about trading, moving money, etc. Average 30 calls per day

Skills

Series 7, series 63, series 66, customer service, trade desk, call center

Top Skills Details

Series 7,series 63,series 66,customer service,trade desk

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 Culture fit: niche market, focuses on military families for financial security, core values: love, courage, and effectiveness. flexible, client focused, project work, can collaborate and be involved as a team player

Experience Level

Expert Level
Job Type & Location
This is a Permanent position based out of Fort Worth, TX.
Pay an...