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Trade Desk Representative (Financial Services) @ TEKsystems

Fort Worth, Texas, USAOnsiteFull-timePosted 13 days ago

Opens on the employer's site

About this role

Embrace the role of a Trade Desk Representative supporting financial advisors and clients in a dynamic, client-focused environment. Leverage your FINRA Series 7/63/66 licenses and trade desk experience to deliver high-quality service, ensure compliance, and resolve client inquiries. Grow your career in financial services with a stable, collaborative team in Fort Worth, TX.. Category: Customer Service

Skills

trade executioncustomer servicecomplianceaccount servicingcall center operationsmutual fundsfinancial productsmultitaskingcollaborative teamwork

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