Customer Service

Series 7 Brokerage Client Associate


Strategic Staffing Solutions

Job Title: Series 7 Brokerage Client Associate (Must have active series 7 license) 

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

Locations: Salt Lake City, UT and Saint Louis MO – (HYBRID) 30 days of onsite training- 5 days on/ 5 days remote after training is complete

Pay: 30-33/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-235804
Publish Date: 30 May 2024

Tagged as: Series 7 Brokerage Client Associate