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Trading & Client Services Pro - Series

Job in Lewisville, Denton County, Texas, 75029, USA
Listing for: Ally
Full Time position
Listed on 2026-07-14
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 62000 - 75000 USD Yearly USD 62000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Trading & Client Services Pro - Series 7/63

Ally Invest is seeking a Trading and Client Service Representative for its call center. You will handle customer inquiries, place trades by phone, and assist with margin accounts, maintaining high service standards in a regulated environment.

Ideal candidates have FINRA licenses (7 & 63/66) and 1+ year experience in financial services, with strong communication and proficiency in trading platforms. Hybrid/onsite work as per business needs.

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