AthenPollo is looking for a Trading Service Representative to support a leading provider of information technology services client. This is a Full Time Permanent position based in Salt Lake City, UT.
Job Title: Trading Service Representative.
Job Type: Full Time Permanent.
Location: Salt Lake City, UT.
•Members of the team assist our clients by facilitating trades, servicing accounts, and educating clients when needed. You may help clients navigate the website, address a wide range of concerns, and uncover additional financial needs. Successful team members are able to help act as front-line problem solvers, speak to trading strategies, have a strong understanding of market terminology and possess a solid understanding of fundamental and technical facts affecting the market.
•Every client’s need is different and consultants on this team recognize that. Members of this team perform a mixture of duties that can range from client facing to special projects.
•Do you currently hold your Series 7 & 63? Are you able to provide an exceptional client experience? Do you enjoy a mixture of consulting, educating and making referrals?
•Our most successful team members are always learning new ways to support their clients and improve the client experience. It is a challenging role with a broad focus that has an impact on our clients every day.
•1+ year of client service experience.
•Successfully completed FINRA Series 6, 7, and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents).
•A BS/BA degree or higher.
•Ability to execute in a fast paced, high demand, environment while balancing multiple priorities.
•Ability to process complex transactions across multiple systems.
•Ability to understand client concerns, questions, and problems pertaining to financial transactions.
•Excellent verbal, written, and interpersonal communication skills.
•Good attention to detail and accuracy skills.
•Intermediate Microsoft Office skills.
Contact: Syed Irfan
Email ID: Syed.Irfan(AT)athenpollo.com
I appreciate if you forward your updated word formatted resume for review before we speak.
AthenPollo is a fast growing and dynamic organization providing IT consulting and staffing services for over 10 years and committed to becoming one of the nation’s premier IT companies. Our highly skilled and experienced team strives to deliver the highest levels of service and value to our Customers and Consultants. Our client base is comprised primarily of Fortune 500 companies and large system integrators.