Ally Invest Trading Representative
4 weeks ago
We are seeking a highly skilled Trading and Client Service Representative to join our Ally Invest team. As a key member of our team, you will be responsible for providing exceptional customer service to clients in matters dealing with their Ally Invest accounts.
Key Responsibilities- Provide exceptional customer service to clients via phone, email, and live chat
- Place trades for customers using desktop trading products
- Assist customers with complex and advanced orders or with account questions
- Work with margin accounts and review buying power as well as maintenance levels
- Process information associated with clients' accounts, research complex issues to correct/minimize problems
- Service internal requests and maintain inventory positions to ensure the firm is not at any undue risk
- FINRA Series 7 & 63 or 66 licenses required
- 1-5 years of prior investment or operations-related experience
- Solid understanding and exposure to financial service/trading industry
- Solid understanding of trading platforms
- Experience with Microsoft Office Suite and Internet
- Ability to work independently and with a team to handle all issues while working under strict time constraints
At Ally, we offer a competitive compensation package, including market-competitive base pay and pay-for-performance incentives. We also provide a range of benefits, including time away, planning for the future, supporting your health and well-being, building a family, and work-life integration.
We are an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.
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