Dexian
Series 7 & 63 Study Class (Customer Service Specialist)
Number of positions: 15
Location: Salt Lake City, UT 84116 — 100% onsite during contract; posting to hybrid if converted to permanent employee.
Base pay range: $54.00/yr - $54.00/yr
Pay rate: $19/hr while on contract. Permanent employees: expected base salary $54K-$58K.
Contract duration: 3-4 months contract to permanent.
Hours/Schedule:
Training shift:
M-F, 8am-5pm
Regular shift after training:
M-F, 7am-8pm (8‑hour shift; flexible, may include holidays)
Contact:
Call 972‑365‑9547.
Qualifications
Minimum Bachelor’s degree in Finance, Economics, or Business (or equivalent business‑minded, analytical background with strong customer service experience).
Excellent verbal, written, and interpersonal communication skills.
Strong analytical skills with high attention to detail and accuracy.
Strong and accurate data entry skills.
Strong organizational, multi‑task, and prioritizing skills.
Responsibilities
Selected candidates to be paid while studying to achieve SIE, Series 7, and Series 63 over 12 weeks.
Training materials and licensing expenses paid at no cost.
Explain complex concepts in a digestible manner.
Maintain excellent communication and interpersonal skills.
Demonstrate a strong drive to succeed and passion for helping people.
As a Trader, connect with clients and aid transition to digital platforms, review portfolios, educate on investment products and recommend changes, aligning objectives with financial goals.
Answer calls from clients and Financial Advisors for assistance.
Participate in ongoing skill and knowledge development sessions.
After passing tests, considered for internal positions (internal interview).
Licensing Requirements Passing the Series 7 and Series 63 exams is necessary to continue training and qualify for permanent hire.
Permanent Potential After successful completion and passing of licensing exams, candidates may be transitioned to internal roles with base salaries of $54K-$58K.
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Location: Salt Lake City, UT 84116 — 100% onsite during contract; posting to hybrid if converted to permanent employee.
Base pay range: $54.00/yr - $54.00/yr
Pay rate: $19/hr while on contract. Permanent employees: expected base salary $54K-$58K.
Contract duration: 3-4 months contract to permanent.
Hours/Schedule:
Training shift:
M-F, 8am-5pm
Regular shift after training:
M-F, 7am-8pm (8‑hour shift; flexible, may include holidays)
Contact:
Call 972‑365‑9547.
Qualifications
Minimum Bachelor’s degree in Finance, Economics, or Business (or equivalent business‑minded, analytical background with strong customer service experience).
Excellent verbal, written, and interpersonal communication skills.
Strong analytical skills with high attention to detail and accuracy.
Strong and accurate data entry skills.
Strong organizational, multi‑task, and prioritizing skills.
Responsibilities
Selected candidates to be paid while studying to achieve SIE, Series 7, and Series 63 over 12 weeks.
Training materials and licensing expenses paid at no cost.
Explain complex concepts in a digestible manner.
Maintain excellent communication and interpersonal skills.
Demonstrate a strong drive to succeed and passion for helping people.
As a Trader, connect with clients and aid transition to digital platforms, review portfolios, educate on investment products and recommend changes, aligning objectives with financial goals.
Answer calls from clients and Financial Advisors for assistance.
Participate in ongoing skill and knowledge development sessions.
After passing tests, considered for internal positions (internal interview).
Licensing Requirements Passing the Series 7 and Series 63 exams is necessary to continue training and qualify for permanent hire.
Permanent Potential After successful completion and passing of licensing exams, candidates may be transitioned to internal roles with base salaries of $54K-$58K.
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