New

TEKsystems - Trade Desk Representative - Series 7 And 66 (Or Equivalent) Required.

TEKsystems
$63,000.00 - $65,000.00 / yr
paid time off, long term disability, tuition reimbursement, 401(k)
United States, Texas, Fort Worth
Aug 05, 2025
* Trade Desk Representative The Service Center is the main support hub for clients and partners, emphasizing a culture of client-focused service and high ethical standards. The Trade Desk Representative role involves supporting clients, employees, and partners by handling inbound calls, executing trades, processing money movements, correcting accounts, solving problems, monitoring reports, and advocating for clients in all situations. This role requires knowledge of brokerage and investment operations, as well as regulatory rules and reporting requirements. The Trade Desk Representative must accurately execute trades using the brokerage platform and/or ticketing system. A consultative approach is necessary to ensure requests from advisors and clients are met while adhering to industry and company regulations, policies, and procedures. As a Subject Matter Expert, the Trade Desk Representative will participate in various projects, including report monitoring, relationship development, training, documentation, and process improvement. Responsibilities:* Provide exceptional service with a strong client focus. Maintain integrity and high ethical standards. Balance competing priorities in a fast-paced environment. Deliver superior customer service, diffusing situations and resolving conflicts amicably. Possess operational knowledge of investment products (e.g., mutual funds, variable annuities, wrap programs) Understand financial industry policies, procedures, and regulatory requirements related to trading. Collaborate in cross-functional teams for client support and issue resolution. Exhibit strong interpersonal, communication, and time management skills. Demonstrate analytical and problem-solving abilities. * * Value Provided: Assist clients and advisors with trading strategies, executing trades, and processing money movements. Educate employees, clients, and partners on trading policies and procedures. Partner with Quality Management to resolve client concerns, involving direct client interaction and collaboration with support staff and external partners. Conduct thorough problem-solving to determine the best course of action for clients. Follow up with clients to provide status updates and close service requests. Document details of all client and advisor interactions Qualifications: Education: Bachelor's degree or equivalent work experience Series 7 and 66 (or equivalent) required * * Work Experience: 2+ years in the brokerage industry or equivalent experience required. 1+ years of contact center experience preferred. 1+ years of experience in brokerage and investment trading preferred. Certifications: Series 7 and 66 (or equivalent) required. Work Environment Hybrid, Monday & Friday : Remote, Tuesday-Thursday: On-Site, Open 7AM- 6PM, 4 start times and flexible, 9 hour shift and 1 hour lunch Pay and Benefits The pay range for this position is $63000.00 - $65000.00/yr. Employee Stock Ownership Plan (ESOP) o Option to contribute to a 401k account o 16 Days of Paid Time Off, 10 holidays o 2 floating PTO days every year o Full health, vision & dental coverage o 2 Days of Volunteer Paid Time Off o Tuition Reimbursement program o Hybrid work environment o Bank Mortgage Discount Program o Free Financial Planning o Free onsite- fitness center with exercises classes and personal training options o Free basic life, short and long term disability, and an employee assistance program o Pet Insurance o Paid parental and military leave o contributes to your Health Savings Account for the high deductible medical plan o Charitable services & volunteer opportunities o Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractions o Robust Leadership Development program dedicated to leader development at every level of the organization o In-house training courses ranging from leadership developer to health and wellness seminars o Mentorship program o Virtual learning opportunities o Employee recognition programs and quarterly all employee luncheons o Yearly family & social events o Dress For Your Day dress code o Updated workspace o Regular Employee Engagement surveys o Dedication to Diversity & Inclusion and Employee Resource Group o And more!! Workplace Type This is a hybrid position in Fort Worth,TX. Application Deadline This position is anticipated to close on Aug 11, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.