Trade Desk Liaison

3 days ago


Fort Worth, Texas, United States TEKsystems Full time
About the Role

As a Trade Desk Representative with TEKsystems, you will be working in a hybrid position in Fort Worth, TX. This role involves taking calls from customers about trading, moving money, and other financial services-related inquiries.

The ideal candidate will have 2+ years of experience in a brokerage or trade desk environment, with a strong background in customer service and financial services. A Series 7, 63, or 66 license is required for this position.

This is an intermediate-level role that requires excellent communication skills and the ability to work well under pressure. If you are looking for a challenging and rewarding career opportunity, this may be the perfect fit.

Key Responsibilities
  • Taking incoming calls from customers regarding various financial services-related inquiries
  • Providing expert advice on trading and financial services
  • Working closely with field office/financial advisors and client-facing teams
Requirements

We are seeking candidates who possess:

  • A Series 7, 63, or 66 license
  • 2+ years of experience in a brokerage or trade desk environment
  • Excellent customer service and communication skills
  • A strong background in financial services
What We Offer

TEKsystems offers a competitive salary range of $63,000 - $63,000 per year, with opportunities for bonuses and professional growth. As a valued member of our team, you can expect:

  • A supportive and dynamic work environment
  • Ongoing training and development opportunities
  • A collaborative and client-focused culture


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