Banking

Series 7 Customer Service Specialist

Contract

Strategic Staffing Solutions

Job Title: Series 7 Brokerage Client Associate 

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

Location: CHARLOTTE, NC (HYBRID) 30 days of onsite training- 5 days on/ 5 days remote after training is complete

Pay: 32-35/HR

Shift: M-F 7am to 6pm


Industry: Financial Industry

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, education.
  • Skills- Series 7 required MUST BE ACTIVE (or within 2 year window so it may be re-activated quickly)
  • Brokerage operations experience
  • Microsoft Products
  • Strong Verbal/ written communication

Job 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 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-233888
Publish Date: 08 Feb 2024

Tagged as: Series 7 - Customer Service Specialist