New

Financial Services Representative

TEKsystems
$63,000.00 - $65,000.00 / yr
paid time off, long term disability, tuition reimbursement, 401(k), remote work
United States, Texas, Fort Worth
Jul 25, 2025
Seeking potential Financial Trade Desk Representatives who are looking for growth opportunities in the financial services industry to join our team! Schedule - Hybrid Position: 2 days work from home (Monday/Friday) and 3 days in office (Tuesday-Thursday) Job Description * Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field office/financial advisors and client facing * Taking calls from customers about trading, moving money, etc. * Average 30 + calls per day Additional Skills & Qualifications * Need Series 7 & 63 or 66 * 1-2 years of experience in the Financial Services industry * Skills: Strong attention to detail, time management, multitasking abilities, and a commitment to superior customer service. * Ability to work in a fast-paced environment and meet operational deadlines Pay and Benefits The pay range for this position is $63000.00 - $65000.00/yr. Employee Stock Ownership Plan (ESOP) o Option to contribute to a 401k account o 16 Days of Paid Time Off, 10 holidays o 2 floating PTO days every year o Full health, vision & dental coverage o 2 Days of Volunteer Paid Time Off o Tuition Reimbursement program o Hybrid work environment o Bank Mortgage Discount Program o Free Financial Planning o Free onsite- fitness center with exercises classes and personal training options o Free basic life, short and long term disability, and an employee assistance program o Pet Insurance o Paid parental and military leave o contributes to your Health Savings Account for the high deductible medical plan o Charitable services & volunteer opportunities o Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractions o Robust Leadership Development program dedicated to leader development at every level of the organization o In-house training courses ranging from leadership developer to health and wellness seminars o Mentorship program o Virtual learning opportunities o Employee recognition programs and quarterly all employee luncheons o Yearly family & social events o Dress For Your Day dress code o Updated workspace o Regular Employee Engagement surveys o Dedication to Diversity & Inclusion and Employee Resource Group o And more!! Workplace Type This is a hybrid position in Fort Worth,TX. Application Deadline This position is anticipated to close on Aug 7, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is 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.