Trade Desk Representative (Financial Services)

Trade Desk Representative (Series 7/63 or 66 Required)

Fort Worth, TX (Hybrid)

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.

Key Responsibilities

• 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

Required Qualifications

• 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 BrokerCheck must be verifiable; CRD number required)

Preferred Qualifications

• 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

Work Environment

• 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

Why Join

• 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

Job Type & Location

This is a Permanent position based out of Fort Worth, TX.

The pay range for this position is $58000.00 - $66000.00/yr.

15% ESOP, 5-7% bonus 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

This is a hybrid position in Fort Worth,TX.

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

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.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.