Current jobs related to Brokerage Customer Service Specialist - Charlotte - Motion Recruitment
-
Customer Service Representative 3
6 days ago
Charlotte, North Carolina, United States Wells Fargo Full timeAbout the Role:Wells Fargo is seeking a skilled Customer Service Representative to support our Brokerage Services team. As a key member of our team, you will be responsible for providing exceptional customer service, identifying opportunities to improve the customer experience, and resolving complex customer issues.Key Responsibilities:Support financial...
-
Brokerage Escalation Specialist
7 days ago
Charlotte, North Carolina, United States Strategic Staffing Solutions Full timeJob SummaryWe are seeking a highly skilled Brokerage Escalation Specialist to join our team at Strategic Staffing Solutions. As a key member of our organization, you will be responsible for providing exceptional customer service and resolving complex issues related to financial products and services.Key ResponsibilitiesCustomer Service: Support internal and...
-
Senior Customer Advocate
3 weeks ago
Charlotte, United States Teachers Insurance and Annuity Association - TIAA Full timeDelivers quick resolutions to client's questions, concerns and needs related to brokerage accounts and transactions. Ensures execution of both routine and complex brokerage account activity and maintenance while delivering highest level of customer s Brokerage, Advocate, Broker, Senior, Total Rewards, Financial Planning, Banking
-
Brokerage Division Support Specialist
20 hours ago
Charlotte, North Carolina, United States Truist Financial Corporation Full timeJob DescriptionWe are seeking a highly skilled and organized individual to join our team as a Brokerage Division Support Specialist. This role will provide critical support to the Wealth Brokerage sales management platform, ensuring seamless operations and effective management of the Financial Advisor network.Key ResponsibilitiesDirect incoming needs of the...
-
Charlotte, United States Wells Fargo Full time**Customer Service Representative 3- Brokerage Services-ICC Divison** Location: Charlotte, North Carolina **Job ID** R-109907 **About this role:** Wells Fargo is seeking a Customer Service Representative... 1525 W WT Harris Blvd Charlotte NC 28262 ****In this role, you will:**** * Support financial products and services * Identify opportunities to improve...
-
Series 7 - customer service specialist 2
7 days ago
Charlotte, United States Randstad Full timeAre you interested in advancing your career with one of the Big Four Banks in the United States? Our client is a Fortune 500 Financial Services Company and they are hiring a Customer Service Specialist to work in their Charlotte location. If you are interested in becoming part of a team where you can contribute to drive both personal and organizational...
-
Charlotte, North Carolina, United States Truist Full timeJob Title: Client Service RepresentativeCompany: Truist Financial CorporationJob Overview:As a vital member of our team, you will provide exceptional service support to self-directed brokerage clients and Financial Advisor assigned account holders. Your role will involve collaborating with senior staff or management to ensure client satisfaction.Key...
-
series 7 - customer service specialist 2
5 days ago
Charlotte, United States randstad us Remote Work Freelance Full timeseries 7 - customer service specialist 2. charlotte, north carolina posted 2 days ago job details summary $27 - $33 per hour temporary bachelor degree category business and financial operations occupations referenceAB_4605160 job details Are you interested in advancing your career with one of the Big Four Banks in the United States? Our...
-
Customer Support Representative
1 week ago
Charlotte, North Carolina, United States Apex Systems Full timeJob Summary:We are seeking a highly skilled Customer Support Specialist to join our team at Apex Systems. As a key member of our brokerage operations team, you will be responsible for providing exceptional customer service to our large banking clients.Key Responsibilities:Respond to and resolve customer complaints in a timely and professional...
-
Customer Support Specialist
1 week ago
Charlotte, United States Apex Systems Full timeSeries 7 Customer SupportLarge BankShift: M-F 7am to 6pmPay Rate: $31.00-$34.00Location: Charlotte, NC30 days of onsite training- 5 days on/ 5 days remote after training is completeJob Summary:- Will be working with large banking customers to address brokerage complaintsTop Skills- Series 7 required – MUST BE ACTIVE (or within 2 year window so it may be...
-
Customer Support Specialist
1 week ago
Charlotte, United States Apex Systems Full timeSeries 7 Customer SupportLarge BankShift: M-F 7am to 6pmPay Rate: $31.00-$34.00Location: Charlotte, NC30 days of onsite training- 5 days on/ 5 days remote after training is completeJob Summary:- Will be working with large banking customers to address brokerage complaintsTop Skills- Series 7 required – MUST BE ACTIVE (or within 2 year window so it may be...
-
Customer Service Specialist, Carrier Sales, Road US
2 months ago
Charlotte, United States DSV Full time* Customer Service Specialist, Carrier Sales, Road US If you are a current DSV employee and interested in a position in another country, please contact your manager and Human Resources representative to discuss the process and requirements of applying. **** Customer Service **DSV - Global transport and logistics** In 1976, ten independent hauliers joined...
-
Brokerage Client Services Associate
2 weeks ago
Charlotte, North Carolina, United States Truist Full timePosition Title: Client Services RepresentativeCompany: Truist Financial CorporationPosition Overview:Deliver exceptional service support through phone interactions for self-directed brokerage clients and Financial Advisor assigned account holders, leveraging assistance from senior personnel or management.Develop a comprehensive understanding of product...
-
Customs Clearance Specialist
3 weeks ago
Charlotte, North Carolina, United States Expeditors International Full timePosition OverviewAt Expeditors International, we pride ourselves on being leaders in global supply chain management. Our ethos is centered around professionalism, leadership, and a collaborative environment that promotes innovative logistics solutions.Key ResponsibilitiesFacilitate a seamless and efficient customs processing workflow.Ensure precise and...
-
Financial Customer Support Specialist
3 days ago
Charlotte, United States Apex Systems Full timeSeries 7 Customer SupportLarge BankShift: M-F 7am to 6pmPay Rate: $31.00-$34.00 an hourLocation: Charlotte, NC30 days of onsite training- 5 days on/ 5 days remote after training is completeJob Summary:- Will be working with large banking customers to address brokerage complaintsTop Skills- Series 7 required – MUST BE ACTIVE (or within 2 year window so it...
-
Financial Customer Support Specialist
3 days ago
Charlotte, United States Apex Systems Full timeSeries 7 Customer SupportLarge BankShift: M-F 7am to 6pmPay Rate: $31.00-$34.00 an hourLocation: Charlotte, NC30 days of onsite training- 5 days on/ 5 days remote after training is completeJob Summary:- Will be working with large banking customers to address brokerage complaintsTop Skills- Series 7 required – MUST BE ACTIVE (or within 2 year window so it...
-
Brokerage Coordinator
3 weeks ago
Charlotte, United States Cushman & Wakefield Full timeThis position provides a variety of administrative and marketing services to industrial leasing brokers. This position is on site in uptown Charlotte, NC. Job Description. Responsibilities Assists broker with deal management, complies back-up documen Brokerage, Leasing, Industrial, Broker, Coordinator, Salesforce, Property Management, Banking
-
Customs Clearance Specialist
3 weeks ago
Charlotte, North Carolina, United States Expeditors Full timeJob OverviewAt Expeditors, we pride ourselves on being leaders in the global supply chain management sector. Our commitment to professionalism and customer service is evident in everything we do.Key ResponsibilitiesFacilitate a seamless customs processing experience.Perform precise and timely data entry into our operational systems.Monitor and report on...
-
Client Services Representative
1 week ago
Charlotte, North Carolina, United States Dexian Full timeJob Summary:Dexian is seeking a highly skilled Client Services Representative to join our team in Charlotte, NC. As a Complaints Specialist - Series 7 Trading, you will be responsible for providing support services in account management, operations, documentation, customer service, and technical support.Key Responsibilities:Participate in moderately complex...
-
Customs Clearance Specialist
3 weeks ago
Charlotte, North Carolina, United States Expeditors Full timeJob OverviewCompany OverviewAt Expeditors, we believe that we are not merely in the logistics sector; we are in the business of information management. Our expertise lies in global supply chain solutions, yet the essence of our organization is rooted in professionalism, leadership, and a welcoming atmosphere that encourages innovation and exceptional...
Brokerage Customer Service Specialist
4 months ago
Position: Brokerage Customer Service Specialist
Location: Charlotte NC (Hybrid model)
Term: 12 Months
Full on w2 contract financial Client.
Required Skill
Series 7 (active or within 2 year window of leaving broker/dealer)
Brokerage Operations
Customer Service
MS Office Suite Preferred
Strong Verbal/Written Skills Preferred