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, Pinellas Park , Team Lead Investment Representative, Other , Kissimmee, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

Let Kissimmee recruiters find you. Post your resume for free!

Get Kissimmee Other jobs via email.

View more Pinellas Park Other jobs

Other Other Jobs

Hair Stylist - Publix at Seven Hills
Description: Join a locally owned Great Clips - salon, the world's largest salon brand, and be one of the GREATS Whether you're new to the industry or have years behind the chair---great opportunities await Do scissors (more...)
Company: Great Clips
Location: Spring Hill
Posted on: 10/17/2024

Hair Stylist - Beneva Village SC
Description: Join a locally owned Great Clips - salon, the world's largest salon brand, and be one of the GREATS Whether you're new to the industry or have years behind the chair---great opportunities await Are (more...)
Company: Great Clips
Location: Sarasota
Posted on: 10/17/2024

Director, Implementation & Training
Description: Privia Health is a technology-driven, national physician enablement company that collaborates with medical groups, health plans, and health systems to optimize physician practices, improve patient experiences, (more...)
Company: Privia Health Group
Location: Orlando
Posted on: 11/1/2024

Salary in Pinellas Park, Florida Area | More details for Pinellas Park, Florida Jobs |Salary

Travel Nurse RN - OR - Operating Room - $2,224 per week
Description: RTG Medical-Nursing is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Orlando, Florida.Job Description Requirements ul li Specialty: OR - Operating Room li Discipline: (more...)
Company: RTG Medical-Nursing
Location: Orlando
Posted on: 11/1/2024

Pediatric Homecare Licensed Practical Nurse (LPN) / Registered Nurse (RN)
Description: About the RoleAt Care Options for Kids, a pediatric home health care company providing one-on-one care in the home, we do things a little differently. There's no revolving door of patients or hospital (more...)
Company: Care Options For Kids
Location: Saint Petersburg
Posted on: 11/1/2024

Event Marketing Specialist
Description: A company is looking for an Event Marketing Specialist to assist in the planning and management of various events. br
Company: VirtualVocations
Location: Saint Petersburg
Posted on: 11/1/2024

Sales Executive International SXM
Description: Job DescriptionHow would you like to work with the -beautiful, white sandy beach right at your doorstep You can, as an -International Sales Executive -for Hilton Grand Vacations on Sint Maarten in the (more...)
Company: Hilton Grand Vacations
Location: Orlando
Posted on: 11/1/2024

Diesel Technician/Mechanic - Mobile Refrigeration (Thermo-King/Carrier)
Description: Position Summary: A Penske Refrigeration Technician will diagnose, overhaul, adjust, and repair all series of motor truck and trailer equipment with the primary focus on all refrigeration unit maintenance (more...)
Company: Penske
Location: Orlando
Posted on: 11/1/2024

Travel Nurse RN - OR - Operating Room - $2,256 per week
Description: Focus Staff is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Orlando, Florida.Job Description Requirements ul li Specialty: OR - Operating Room li Discipline: RN li (more...)
Company: Focus Staff
Location: Orlando
Posted on: 11/1/2024

Client Success Manager
Description: A company is looking for a Client Success Manager to maintain and expand client relationships while managing business
Company: VirtualVocations
Location: Saint Petersburg
Posted on: 11/1/2024

Travel Nuclear Medicine Technologist - $2,562 per week
Description: Advantis Medical is seeking a travel Nuclear Medicine Technologist for a travel job in St. Petersburg, Florida.Job Description Requirements ul li Specialty: Nuclear Medicine Technologist li Discipline: (more...)
Company: Advantis Medical
Location: Saint Petersburg
Posted on: 11/1/2024

Senior Director Technology Consulting
Description: A company is looking for a Senior Director, Technology Consulting. br br br br Key Responsibilities br br Drive
Company: VirtualVocations
Location: Saint Petersburg
Posted on: 11/1/2024

Loading more jobs...

Team Lead Investment Representative

Didn't find what you're looking for? Search again!

Other Other Jobs

Log In or Create An Account