Ally Invest - Trading and Client Service Representative - Series 7 & 63

Must be available for hours of operation for the role (regular schedule will be an 8-hour shift within the ranges below):

M-F 7am-10pm EST

Sat 9:30a-6p EST

The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer service to clients in matters dealing with their Ally Invest accounts. Servicing responsibilities include but are not limited to account maintenance requests, trading and margin inquiries, complex options strategies, etc. Strong customer service, relationship building, and communication skills are essential for this role. The ideal candidate will have 1 years' experience with proven experience in the Financial Brokerage Services industry.

• Ability to communicate effectively over the telephone/email and establish credibility and trust with a variety of clients.
• 1 years of prior investment or operations related experience.
• Solid understanding and exposure to financial service/trading industry.
• Solid understanding of trading platforms.
• Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point) and Internet.
• Ability to work independently and with a team to handle all issues while working under strict time constraints.
• Ability to work in high-pressure environment with strict SLA's and deadlines.
• Detail and results oriented and able to prioritize tasks in a multi-task environment.
• Experience in leveraging organizational skills to support client needs, focusing on execution, accuracy and efficiency.
• Experience processing client service requests a full-service retail brokerage environment.
• Strong communicator who can effectively process constructive feedback while always keeping the corporate and end user goals in mind.
• Excellent oral and written communication and strong desire to provide an exceptional customer experience.
• Able to exercise independent thought and judgment and adapt to new tasks with little notice.
• Must be confident and credible over the phone and in-person.
• Minimum 1 years in client related support in the financial services or brokerage retail environment or related experience.
• Solid interpersonal skills are required.
• Knowledge or experience working in financial services and/or other regulated environment is a plus.
• Bachelor's Degree or equivalent business experience.

• Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level).
• Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan pay downs and 529 educational save up assistance programs, tuition reimbursement, employee stock purchase plan, and financial learning center and financial coach access.
• Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.
• Building a Family: adoption, surrogacy and fertility assistance as well as paid parental and caregiver leave, Dependent Day Care FSA back-up child and adult/elder care days and childcare discounts.
• Work-Life Integration: other benefits including Mentally Fit Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs.
• Other compensations: depending on the role for which you are considered, you may be eligible for travel allowances, relocation assistance, a signing bonus and/or equity.
• To view more detailed information about Ally’s Total Rewards, please visit this link: https://www.ally.com/content/dam/pdf/corporate/ally-total-rewards-snapshot.pdf

Who We Are:

Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly focused on "Doing it Right" and being a trusted financial-services provider to our consumer, commercial, and corporate customers. For more information, visit www.ally.com.

Ally is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. For accommodation requests, email us at hrpolicy@ally.com. Ally will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.