Strategic Staffing Solutions
Job Title: Series 7 – Customer Service Specialist
Duration: 6 Month contract; chance to extend/convert to full time.
Location: Salt Lake City, UT (HYBRID) 30 days of onsite training- 5 days on/ 5 days remote after training is complete
Pay Rate: 32.50/HR
Industry: Financial Services
- 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
- 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-231548
Publish Date: 27 Oct 2023