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Team Lead Investment Representative

VirtualVocations
Oakland, California, United States
Full-time

A company is looking for a Team Lead, Investment Representative to oversee client interactions and compliance within their operations.

Key ResponsibilitiesHandle team escalations and client complaints while implementing corrective actionsLead and develop a team of registered agents, providing performance feedback and coachingOversee risk management and compliance requirements across trading processesRequired QualificationsMandatory CSI certifications : CSC, CPH, DFOL, OSC, and IDSCExperience working on a trade desk and with trading platformsExperience in client relationsAnalytical experience with Excel and SQLSolution-focused mindset with a passion for technology

7 days ago
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