Customer Service

Series 7 – Customer Service Specialist


Strategic Staffing Solutions

Job Title: Series 7 – Customer Service Specialist

Duration: 6 Month contract; chance to extend/convert to full time.

Location: SAINT LOUIS MO (HYBRID) 30 days of onsite training- 5 days on/ 5 days remote after training is complete

Pay Rate: 33-35/HR

Industry: Financial Services 

Required Qualifications:

  • 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
  • Active Series 7 required
  • Brokerage experience preferred

Job Qualifications:

  • 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 exercise 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.

Job ID: JOB-231113
Publish Date: 04 Oct 2023

Tagged as: Series 7 - Customer Service Specialist