Banking

Escalations Representative -Trade/Investments

Contract

Strategic Staffing Solutions

JOB DESCRIPTION

Escalations Representatives – Trade/Investments

Shoreview, MN 

12+ months – potential to go perm

W2 Rate – $23.50/hr

Schedule – One week onsite – one week remote; Training will be in three tiers

Requires onsite interview – in person

Skills

  • 4 years customer contact in financial services
  • 6 months to 1 year supporting within investment/brokerage/trade/wealth management/trust
  • Front line customer experience
  • This is NOT a call center position – mostly written responses – must be a strong independent worker
  • Written and verbal work with clients (free form, templates minor)
  • Investigative / breakdowns/ process
  • Manage their day reach out when support is needed
  • Internal and external
  • White glove service group step people
  • Ideal candidates come from the following backgrounds: trade support, underwriting/loan handling, complaint/resolution positions and anyone with a license (SEI, Series 6 or 7, etc)

 

Job ID: JOB-234538
Publish Date: 21 Mar 2024

Tagged as: Escalations Representative -Trade/Investments