Information Technology

Customer Service Specialist


Strategic Staffing Solutions


Strategic Staffing Solutions is currently looking for a Customer Service Specialist, a contract opportunity with one of our largest clients!

Candidates should be willing to work on our W2 ONLY.

Job Title: Customer Service Specialist

Remote: Hybrid schedule, after completing training onsite.

Location(s): CHARLOTTE, NC

Role Type: W2 ONLY, NO C2C

Contract Length: 6 months

How to Apply: Please send resume and contact information to Suganya, Sourcer at

Job Description/Responsibilities:

  • Participate in moderately complex support services in account management, operations, documentation, customer service and technical support.
  • Identify opportunities for process improvement within the customer support functional area.
  • Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.
  • Present recommendations for resolving moderate to complex situations and exercising independent judgment while developing understanding of internal and external customer needs.
  • Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues.
  • Serve as the first point of customer contact in providing support for routine technical questions and issues.

Required Skills/Experiences:

  • Experience working with customers addressing brokerage complaints.
  • Top Skills- Series 7 required MUST BE ACTIVE (or within 2-year window so it may be re-activated quickly)
  • Brokerage operations experience- Customer service experience- Microsoft Products- Strong Verbal/ written communication Skills
  • M-F 7am to 6pm 5 days of onsite training- Hybrid schedule will be followed after training is complete.


 2+ years of experience in Customer Service, Financial Services or Contact Center, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Job ID: JOB-216693
Publish Date: 20 Jan 2023

Tagged as: Customer Service Specialist