Brokerage Customer Service Specialist

3 weeks ago


Charlotte, North Carolina, United States Motion Recruitment Full time
Outstanding long-term contract opportunity A well-known Financial Services Company is looking for a Customer Service Specialist 2 in Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 6 Months

Required Skills & Experience
  • Series 7 (must be active).
  • Brokerage operations experience.
  • Customer service experience.
  • Microsoft Products.
  • Strong verbal/written communication skills.
  • 2+ years of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.

    What You Will Be Doing
    • Participate in low to moderately complex initiatives and identify opportunity for process improvements within Customer Service.
    • Review and analyze basic or tactical Customer Service assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables.
    • Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements.
    • Provide information to client personnel in Customer Service.


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