Mutual Fund Trader
TempeAll locationsTempeFort Mill/Charlotte On-site
$61,797–$103,002 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
The Mutual Fund Trader will provide a high level of subject matter expertise with Mutual Fund, UIT, and Precious Metals products and operational functions. The primary focus of the trader is to deliver an extraordinary service experience and provide operational trading support to our financial advisors, staff, and their clients in an inbound call center environment. This role will also provide backup support to other internal support desks, including Equity Trading, Enhanced Trading, and Trading Operations. The role requires individuals seeking a collaborative, fast-paced environment, are client-focused, and are able to execute in a way that encourages creativity and continuous improvement. Being flexible and adaptable to competing priorities will be key success factors for this position.
What you'll bring
- We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments.
- Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed.
- We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
- 3+ years of financial services
- Series 7 and 63 (or 66) required
- Registration in all US States & Territories is required upon hire
- Proficiency in standard computer knowledge (including software skills) and must be able to follow audible troubleshooting instructions if/when necessary
- MS Office skills
- Attention to detail
- Ability to work with other departments
- Analytical and communication skills
- Ability to work independently and within a group setting