Trade Desk Representative; Financial Services

About the Role

We are seeking an experienced Trade Desk Representative to join a dynamic financial services team in Fort Worth, TX. This is a client service‑focused role within an active trade desk environment supporting financial advisors and customers.

In this position, you will handle incoming calls related to trading activity, account servicing, and transactions, delivering a high‑quality service experience while ensuring compliance with industry standards.

• Handle approximately 30 inbound calls per day from clients and financial advisors
• Assist with trade execution, fund transfers, and account‑related requests
• Provide exceptional customer service in a fast‑paced, call‑center environment
• Collaborate closely with internal teams and field advisors
• Ensure accuracy, compliance, and timely resolution of client inquiries

• Active FINRA licenses required:
  Series 7 AND Series 63 or Series 66
• Minimum 2+ years of brokerage, trading, or trade desk experience
• Minimum 2+ years of customer service experience (call center preferred)
• Strong understanding of financial products, including mutual funds
• Excellent communication, problem‑solving, and multitasking skills
• Clean compliance record (FINRA Broker Check must be verifiable; CRD number required)

• Prior experience in financial services or investment operations
• Experience supporting financial advisors or working in a trade desk environment
• Proven ability to thrive in a collaborative, team‑oriented setting

• Hybrid schedule:
  Remote Monday & Friday, On‑site Tuesday–Thursday
• Hours of operation: 7:00 AM – 6:00 PM with flexible start times
• 9‑hour shifts (including 1‑hour lunch)
• Professional, team‑oriented culture with strong internal mobility and career development opportunities

• Stable organization with a strong track record of employee retention
• Clear path for career advancement — many promotions are internal
• Supportive leadership and collaborative team culture
• Opportunity to build long‑term expertise in financial services and trading operations

The pay range for this position is $58,000 - $66,000 per year.

• 15% ESOP, 5‑7% bonus, option to contribute to a 401(k) account
• 16 days of paid time off, 10 holidays, 2 floating PTO days per year
• Full health, vision & dental coverage

Permanent position based out of Fort Worth, TX.

This position is anticipated to close on Jul 3, 2026.

We are an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law.