New 
Licensed Investment- Series 7 & 24 Required
 TEKsystems | |
$70,000.00 - $75,000.00 / yr
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 United States, Texas, Fort Worth | |
 Sep 04, 2025 | |
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*Description*
Applying detailed industry/product knowledge and functional expertise, a Licensed Investment Operations Representative will: Processing various account update including money movements and miscellaneous operations request for managed, brokerage, and direct at fund accounts. Resolve and respond to advisor/client inquiries communicating concepts and strategies in simple and easy to understand terms. Research complex issues and resolve working within the department, outside the department, and field office. Use strong decision-making skills to ensure the client's best interest is protected with minimal corporate exposure. Focus on identifying, developing, and implementing opportunities to improve the client and advisor experience through process improvement and training. Assemble, organize, and report on production and quality information to identify trends and collaborate to improve processes. Monitor the regulatory landscape to identify potential issues that may affect the clients and advisors as they relate to changing industry rules and procedures. *Top Skills Details* series 7,series 63,series 24,financial services *Pay and Benefits* The pay range for this position is $70000.00 - $75000.00/yr. 15% stock ownership - esop program *Workplace Type* This is a hybrid position in Fort Worth,TX. *Application Deadline* This position is anticipated to close on Sep 17, 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. | |