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

Position: Ally Invest - Trading and Client Service Representative - Series 7 & 63
## Ally Invest
- Trading and Client Service Representative
- Series 7 & 63 .### General information

Career area Customer Care Country United  States Work Location(s)108 Monticello Road, NC, 2911 Lake Vista Drive, TX, 601 S. Tryon Street, NCRemote?

No

Ref #22775

Posted Date
07-10-26

Working time

Full time### Ally and Your Career Ally Financial only succeeds when its people do - and that’s more than some cliché people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion.

From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You’re constantly evolving, so shouldn’t your opportunities be, too?

Work Schedule:

Ally designates roles as (1) fully on-site, (2) hybrid, or (3) fully remote. Hybrid roles are generally expected to be in the office a certain number of days per week as indicated by your manager. Your hiring manager will discuss this role's specific work requirements with you during the hiring process. All work requirements are subject to change at any time based on leader discretion and/or business need.###

The Opportunity The Ally Invest Trading and Client Service Representative is a Call Center role 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 Call Center is open from 7AM ET to 10PM ET**.  The exact shifts are listed below:
** Charlotte & Weaverville (All times in EST):
*** Monday-Friday+ 7:00am-3:30pm EST+ 8:00am-4:30pm EST+ 8:30am-5:00pm EST+ 9:00am-5:30pm EST+ 10:00am-6:30pm EST
- Includes 10% additional shift differential pay for all hours worked+ 11:30am-8:00pm EST
- Includes 10% additional shift differential pay for all hours worked
* Options that include Saturdays+ Tuesday-Friday 10:00am-6:30pm;
Saturday 9:30am-6:00pm EST
- Includes 10% additional shift differential pay for all hours worked+ Monday-Thursday 10:00am-6:30pm;
Saturday 9:30am-6:00pm EST
- Includes 10% additional shift differential pay for all hours worked
** Lewisville (All times in CST):
*** Monday-Friday+ 7:00am-3:30pm CST+ 7:30am-4:00pm CST+ 8:00am-4:30pm CST+ 9:00am-5:30pm CST+ 10:30am-7:00pm CST
- Includes 10% additional shift differential pay for all hours worked+ 12:30pm-9:00pm CST
- Includes 10% additional shift differential pay for all hours worked
* Options that include Saturdays+ Tuesday-Friday 10:00am-6:30pm;
Saturday 8:30am-5:00pm CST
- Includes 10% additional shift differential pay for all hours worked+ Monday-Thursday 10:00am-6:30pm;
Saturday 8:30am-5:00pm CST
- Includes 10% additional shift differential pay for all hours worked### The Work Itself Upon hire, candidates must be able to be registered with FINRA in all 52 states.
* Working in a Call Center environment, directly responsible for placing trades for customers over the telephone using desktop trading products.
* Provide assistance to customers by answering phone calls and responding to emails and Live Chats.
* Placing and/or facilitating execution of customer orders, resolving complex customer trading issues.
* Work with margin accounts and review buying power as well as maintenance levels.
* Assist customers with complex and advanced orders or with account questions; respond to customer inquiries on related issues; troubleshoot basic technical problems.
* Process information associated with clients account, research more complex issues to correct/minimize problems.
* Service internal requests and maintain inventories positions to insure the firm is not at…