Trading Associate — Finance Tech & Client Relationships
MooMoo
MooMoo in Dallas, TX is seeking a Trading Associate to enhance customer trading experiences and build lasting relationships. Your role will include supporting customers through various communication channels, resolving issues, and driving trading effectiveness. The ideal candidate will possess a Bachelor's degree in Finance, relevant experience, and FINRA Series 7 and 63 certifications. A commitment to professionalism and customer service is essential. Enjoy generous benefits including medical coverage, 401k matching, and performance bonuses. #J-18808-Ljbffr MooMoo
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Trading Associate — Finance Tech & Client Relationships in Dallas, TX vacancy
- Moomoo Inc. is looking for a Trading Associate in Dallas, TX. This role empowers proactive investors... ...by resolving issues, developing relationships, and supporting trading strategies. The... ...candidate has a bachelor's degree in finance, relevant experience, and holds FINRA...Suggested
- JPMorgan Chase & Co. is seeking a Relationship Banker in Dallas, Texas, to provide exceptional client service and build lasting relationships. This role requires 1+ year of sales experience in Retail Banking and excellent communication skills to understand and meet clients...SuggestedAfternoon shift
- CORDA Investment Management, LLC in Dallas, Texas is seeking a dedicated Financial Advisor to enhance client relationships and provide personalized investment guidance. This full-time role emphasizes collaboration with a skilled team to deliver comprehensive wealth management...SuggestedFull time
- Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service...Suggested
- Simmons Bank in Dallas, TX is seeking a Relationship Banker to expand and retain client relationships while delivering an exceptional client experience. You will assess financial needs and offer bank solutions to help clients reach goals. You will market Simmons solutions...Suggested
- A leading financial institution in Dallas is seeking a Relationship Banker who prefers to communicate in Spanish. The role involves engaging clients in the lobby, processing transactions, and understanding their financial needs. Ideal candidates are enthusiastic self-starters...Full time
- JPMorganChase in Dallas, Texas is looking for a Relationship Banker to provide exceptional client service and build meaningful relationships. You will engage with clients to understand their financial needs and offer tailored banking solutions. Successful candidates will...Flexible hours
- JPMorgan Chase is seeking a Relationship Banker in Dallas, TX to provide high-quality service and build lasting client relationships. The ideal candidate will have over a year of sales experience in banking and strong communication skills to effectively address client...
- Vista Bank in Dallas, Texas is seeking a Relationship Banker I to build and maintain client relationships and deliver exceptional service. The ideal candidate... ...based incentive plan. Benefits include insurance, 401(k), and associate banking perks. #J-18808-Ljbffr Vista Bank
- A leading independent bank in Dallas, TX is seeking a Relationship Banker responsible for providing exceptional banking services and building... ...experience, proficiency in CRM software, and a commitment to client satisfaction. The role includes engaging customers, achieving...
- JPMorgan Chase Bank, N.A. in Garland, TX seeks a Private Client Banker in Branch Banking to serve affluent clients, manage their banking relationships, and drive growth by recommending the right products. You will act as the primary contact, building trust and expanding...
- Simmons Bank is seeking a Relationship Banker in Dallas, Texas. In this role, you will build and retain client relationships while offering expert financial solutions tailored to customer needs. Your responsibilities include account management and facilitating consumer...
- JPMorganChase is seeking a Private Client Banker in Richardson, Texas. You'll manage affluent customer relationships, providing tailored financial advice while ensuring compliance with regulations. Successful candidates will have prior Branch Banking experience and demonstrate...
- JPMorgan Chase & Co. in Richardson, Texas, is seeking a Private Client Banker to manage affluent client relationships and provide tailored banking solutions. Your role will include cultivating new client acquisitions and aiding clients in maximizing their account benefits...
- Koitecc Solutions is looking for a dedicated Relationship Banker in Dallas, Texas, to deliver exceptional client service and build lasting relationships. You will take a lead role in acquiring and managing clients, providing tailored financial solutions, and ensuring compliance...
- JPMorgan Chase in Dallas is seeking a branch professional to serve as the main contact for affluent clients and other customers, guiding their banking relationships with a proactive approach. The role emphasizes educating clients, cross-selling Chase Private Client, and...Flexible hours
- Bank of America in Dallas is seeking a Treasury Sales Client Officer responsible for delivering integrated treasury solutions to Private... ...clients. This hybrid role involves managing day-to-day client relationships and pursuing treasury revenue streams while providing product...Work experience placement
- A leading financial institution in Dallas is seeking a Private Banker to manage client relationships and provide expert advice on wealth management. Candidates should have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and...
- ...Capital Bank is seeking a dedicated individual to manage customer relationships and handle banking transactions in Dallas, Texas. The role... ...bank policies. Join a team recognized for its service excellence and commitment to client success. #J-18808-Ljbffr Texas-Capital-Bank
- BOK Financial Corporation is seeking a Relationship Manager IV for Corporate Banking in the Dallas area. This role focuses on acquiring,... ...deposits, supported by strategic advice. The position emphasizes client-focused solutions, significant loan activity, and...
$25 - $35 per hour
...leads, engaging with potential clients, and transitioning them into... ...solutions to meet customers’ financing needs. The BLR will be the... ...nation’s largest minority‑led, tech‑savvy lender for small businesses... ...and other services to build relationships with small business owners...Full timeInterim roleWork at officeLocal area- JPMorgan Chase is looking for a Private Client Banker in Richardson, Texas. The role involves managing the banking relationships of affluent clients and acquiring new clients through referrals. This position requires strong relationship management skills, compliance with...Flexible hours
$87.4k - $123.4k
...welcoming and inclusive environment, and our associates dedicate thousands of hours to... .... The Private Wealth Advisor (Private Client - Personal Strategy) will be an essential... ...clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeFlexible hours- ...investments partners. Seeks opportunities to develop new banking relationships from personal networks and community engagement. Follows all... ..., attention to detail, frequent direct contact with clients and team members, extended periods of standing or sitting, handling...Bank staffWork at officeLocal areaNight shift
Origin Bank
Dallas, TX3 days ago - ...with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses,... ...knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations...Work at officeLocal areaDay shift
Bank OZK
Dallas, TX2 days ago $75k - $85k
...solutions) Responsibilities: Identify, pursue, and close new business opportunities. Build and maintain strong, long‑term relationships with clients, integrators, and strategic partners. Conduct consultative sales presentations and product demonstrations tailored to...Permanent employmentFull timeMonday to Friday$70.35k - $205.8k
...We work at the heart of our clients' organizations so that no matter... ...capabilities and ecosystem relationships in the industry, all while having... ...career as a leader. Becoming tech savvy, well-rounded, and... ...transformation initiatives across the trading lifecycle (Front, Middle,...Work experience placementLive inWork at officeLocal areaAccenture
Irving, TX1 day ago- Prosperity Bank is seeking a full-time Commercial Lender in Richardson, Texas, who will focus on growing and retaining profitable client relationships. The ideal candidate must have a Bachelor's degree and at least 4 years of direct lending experience. The role includes...Full time
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting... ...banking, credit cards, mortgages, auto financing, investment advice, small business...Immediate startAfternoon shift
- First United Bank is looking for a Relationship Banker I in Dallas to serve as the primary contact for customers, helping them understand their financial needs and products. This role involves maintaining relationships, processing transactions, and fostering community...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trading Associate — Finance Tech & Client Relationships. Be the first to apply!
Related searches
- associate financial representative Dallas, TX
- financial planning administrator Dallas, TX
- patient financial counselor Dallas, TX
- financial advisor development program Dallas, TX
- international financial advisor Dallas, TX
- wealth advisor Dallas, TX
- work from home financial advisor Dallas, TX
- financial planner cfp Dallas, TX
- financial advisor part time Dallas, TX
- private wealth advisor Dallas, TX