Trading/Service Rep-Series 7 & 63

Location: Salt Lake City, UT
Date Posted: 10-17-2016
Duties

Members of this 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.

The start date and training for this position begins
Monday, October 10, 2016. The training period is 6 weeks long and attendance is mandatory.

Our contact center is open 24X7. The Salt Lake City location is currently staffed
MondaySaturday between 6:00am and 10:00pm MT. Specific shifts will be assigned to new team members after training is complete.

•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
Very competitive salary and benefits!
Great company to work for!
Full relocation package is available!
Don't miss out! Apply now and we'll be in touch immediately with more specific details, salary information and to answer any questions!!

This position does NOT provide sponsorship so please do NOT apply if you require sponsorship.  Thank You

KP Recruiting Group 
"Bringing Talent to the Marketplace"

KP Recruiting Group is a well established and very respected recruiting firm.  We have built a strong reputation as a premier resource for providing highly qualified candidates for our clients.  We are very experienced in many industries and have a wide range of clients.  We will serve as your advocate during your career search!  Let us do the work for you!  There is never a fee for our services!



 
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