Finance Intern

Dexian; Minneapolis (MN); On-site; USD 42,000 - 56,000; Full time

Job summary

Dexian is seeking candidates for a Broker Trainee program in the United States. The program covers 12-13 weeks of licensing and development to prepare for SIE, FINRA Series 7, and Series 63 licenses.

Upon completion, the role transitions to support clients and trading operations for about 90 days. The team assists with account inquiries, trading questions, and platform navigation.

Qualifications

• 1–2 years in customer service, operations, call center, or financial services.
• Bachelor's degree preferred.
• Strong verbal and written communication skills.
• Proficient with MS Office.

Responsibilities

• Execute customer trades over the phone.
• Provide service via phone, email, and live chat.
• Assist clients with account inquiries and platform support.
• Research and resolve complex customer and trading issues.
• Support customers with margin accounts and buying power calculations.
• Assist with options trading and advanced order types.
• Troubleshoot website and mobile app issues.
• Process account-related requests accurately and efficiently.
• Adhere to regulatory requirements and firm policies.
• Maintain detailed records and meet service-level expectations.
• Deliver a professional, client-first experience.

Skills

Customer service

Communication

Relationship-building

Problem-solving

Attention to detail

Team collaboration

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

MS Office

Job description

This is an excellent opportunity for candidates looking to establish a long-term career in the financial services and investment industry. Successful candidates will participate in a comprehensive 12-13 week licensing and development program designed to prepare them to earn their Securities Industry Essentials (SIE), FINRA Series 7, and Series 63 licenses.

Upon successful completion of the training program, candidates will transition into a Broker Trainee role for approximately 90 days, gaining hands-on experience supporting clients and financial trading operations.

The Broker Trainee serves as a key member of the brokerage support team, assisting clients with account-related inquiries, trading activity, and digital

platform navigation.

This role requires strong customer service, communication, and relationship-building skills, along with a passion for financial markets and helping clients achieve their goals.

The ideal candidate will have 1-2 years of customer service, operations, call center, or financial services experience and will thrive in a fast-paced, client-focused environment.

Responsibilities

• Execute customer trades over the phone using brokerage trading platforms.
• Provide exceptional service through phone, email, and live chat channels.
• Assist clients with account inquiries, trading questions, and platform support.
• Research and resolve complex customer and trading-related issues.
• Support customers with margin accounts, buying power calculations, and maintenance requirements.
• Assist with options trading and advanced order types.
• Troubleshoot website and mobile application issues.
• Process account-related requests accurately and efficiently.
• Adhere to all regulatory requirements, firm policies, and compliance standards.
• Maintain detailed and accurate records while meeting service-level expectations.
• Deliver a professional, client-first experience in every interaction.
• 1+ years of experience in customer service, call center operations, financial services, banking, or a related field.
• High school diploma or equivalent required; Bachelor's degree preferred.
• Strong verbal and written communication skills.
• Ability to build trust and establish credibility with clients over the phone and through digital communication channels.
• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
• Strong attention to detail and ability to manage multiple priorities simultaneously.
• Ability to work independently as well as collaboratively within a team environment.
• Comfortable working in a fast-paced, performance-driven setting.
• Strong problem-solving and critical-thinking skills.
• Receptive to coaching and constructive feedback.

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status