- TEKsystems (Fort Worth, TX)
- Description MUST HAVE SERIES 7 , 63 &/OR 66 Trade Desk , Mutual Fund Trader, incoming call center, 100% service, work with field office/financial advisors ... Trade Desk , customer service, Brokerage Experience, Series 7 , Series 63, ...66, call center Top Skills Details Trade Desk ,customer service,Brokerage Experience, Series 7 , Series… more
- TEKsystems (Fort Worth, TX)
- …Average 30 + calls per day Skills Series 7 , series 63, series 66, customer service, trade desk , call center Additional Skills & Qualifications + ... Description + Trade Desk , Mutual Fund Trader, incoming call center, 100% service, work with...Need Series 7 & 63 or 66 + At least one year of work… more
- JPMorgan Chase (Plano, TX)
- …solutions for our valued clients. As a VP, Client Service Center Manager within The Active Trade Desk at JP Morgan, you will lead a team of Trading Professionals ... + Risk management experience with margin, Corporate Action, and Trade corrections. + Proven leadership experience with the ability...proficiency in trading platforms, Microsoft Office software, + FINRA Series 7 , 66 (or equivalent), life and… more
- TD Bank (New York, NY)
- …+ Strong knowledge of MS Office Excel, Word, and PowerPoint a plus + SIE and/or Series 7 , 63 a plus. **Inclusiveness** At TD, we are committed to fostering an ... Sheets + Providing MBS Repo Positions + Ad Hoc MBS Trading Desk request + Client trade allocations, trade confirmations, new account requests along with the… more
- JPMorgan Chase (New York, NY)
- …well under pressure + Strong knowledge of Bloomberg, Microsoft Excel, Word and PowerPoint + FINRA Series 7 and 63 licenses are required for the role, but can be ... The Equity Derivatives Sales Desk covers Institutional clients including Asset Managers, Hedge...and analysis + Assist in formulating, marketing and executing trade ideas + Help ensure smooth post trade… more
- Stanford University (Stanford, CA)
- …operational needs and can change at any time with notice. **Sunday - Thursday 7 :00PM - 3:30AM PST** **Swing Shift:** **Shifts starting between 2:00 pm and 9:59 pm ... has an annual operating budget of over $350M, operates 24/ 7 /365, and oversees a $3B asset portfolio comprising a...not available for this role. **JOB PURPOSE:** **This job series describes positions in which the major responsibilities are… more
- Truist (Charlotte, NC)
- …made to enable individuals with disabilities to perform the essential functions. + **FINRA Series 7 and 63.** + Bachelor's degree in finance, accounting or ... (United States of America) **Please review the following job description:** Provide trade facilitation service to internal and external clients in a call center… more
- Charles Schwab (Indianapolis, IN)
- …firm. In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab's domestic and international clients ... Investing Sr. Specialists** who enjoy assisting others as they trade in the foreign markets and want to grow...role for you. **What you have** **Required Qualifications:** + Series 7 and 63 licenses required +… more
- HSBC (Miami, FL)
- …and changing priorities with tact, diplomacy, and confidentiality + Licensed Registered Representative, Series 7 and Series 63 mandatory, in addition S65/66 ... and the planet we all share.This role primarily provides trade execution and account support services to the WPB...of reports and documents for accuracy + Maintain proper desk activity record For this role, HSBC targets a… more
- HSBC (New York, NY)
- …with Sales, clients, brokers, other market counterparties and all supporting functions. + Series 7 and 63 licenses required In compliance with applicable laws, ... market + Employing cost effective hedging strategies to manage desk risk. Typical products traded will include repos, stock...these Rates sectors on a frequent basis + Generating trade ideas, discussing these with Sales and also directly… more