Summary

This junior dealing services role supports customers placing and executing investment trades. It is a hybrid role, with three to four office days per week and full-time office attendance during the first three months.

Responsibilities

• Help customers place and execute trades
• Handle inbound calls, emails, and secure messages
• Explain dealing processes and investment information
• Complete customer activity within service and compliance requirements
• Resolve customer queries with colleagues
• Develop knowledge of investments and financial markets