Trading Support Specialist (Financial Brokerage) - Fort Washington, PA (Onsite)

Overview

On Site
DOE
Contract - W2
Contract - Independent
Contract - 12 Month(s)
No Travel Required

Skills

Brokerage
Customer service
Finance
Financial services
Microsoft Office
Trading
FINRA

Job Details

DTS is looking for Customer Support (Financial Brokerage) for our direct client Position in Fort Washington, PA

The Opportunity

The Service Representative is responsible for providing exceptional customer service to clients in matters dealing with their Invest accounts.

Servicing responsibilities include but are not limited to account maintenance requests, trading and margin inquiries, complex options strategies, etc. Strong customer service, relationship building, and communication skills are essential for this role.

The ideal candidate will have 1-5 years' experience with proven experience in the Financial Brokerage Services industry.

 

The Work Itself

  • Directly responsible for placing trades for customers over the telephone using desktop trading products
  • Provide assistance to customers by answering phone calls and responding to emails and Live Chats.
  • Placing and/or facilitating execution of customer orders, resolving complex customer trading issues.
  • Work with margin accounts and review buying power as well as maintenance levels.
  • Assist customers with complex and advanced orders or with account questions; respond to customer inquiries on related issues; troubleshoot basic technical problems.
  • Process information associated with clients account, research more complex issues to correct/minimize problems.
  • Service internal requests and maintain inventories positions to insure the firm is not at any undue risk.

 

The Skills You Bring

  • Knowledge: FINRA Series 7 & 63 or 66 licenses required.
  • Ability to communicate effectively over the telephone/email and establish credibility and trust with a variety of clients.
  • 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 (Word, Excel, Outlook, Power Point) and Internet.
  • Minimum 2-3 years in client related support in the financial services or brokerage retail environment or related industry.
  • Solid interpersonal skills are required.
  • Knowledge or experience working in financial services and/or other regulated environment is a plus.
  • Bachelor's Degree or equivalent business experience.

 

Contact:
 
Pankaj Kumar
 Digital Technology Solutions
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