Team Lead Investment Representative

Company: VirtualVocations
Location: Kissimmee
Posted on: October 19, 2024

Job Description:

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

Key Responsibilities

Handle team escalations and client complaints while implementing corrective actions
Lead and develop a team of registered agents, providing performance feedback and coaching
Oversee risk management and compliance requirements across trading processes

Required Qualifications

Mandatory CSI certifications: CSC, CPH, DFOL, OSC, and IDSC
Experience working on a trade desk and with trading platforms
Experience in client relations
Analytical experience with Excel and SQL
Solution-focused mindset with a passion for technology

Keywords: VirtualVocations, Land O' Lakes , Team Lead Investment Representative, Other , Kissimmee, Florida

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