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Ally Invest - Trading and Client Service Representative - Series 7 & 63

Company

Ally

Location

Weaverville, United States

Type

Full time

The Opportunity

Must be available for hours of operation for the role (regular schedule will be an 8-hour shift within the ranges below): 

M-F 7am-10pm EST

Sat 9:30a-6p EST

The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer service to clients in matters dealing with their Ally 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+ years' experience with proven experience in the Financial Brokerage Services industry.

The Work Itself

Upon hire, candidates must be able to be registered with FINRA in all 50 states.
  • Directly responsible for placing trades for customers over the telephone using desktop trading products.<...
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