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Series 7 Brokerage Client Associate
2 weeks ago
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.
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