Brokerage Operation Specialist

4 weeks ago

Charlotte, United States Motion Recruitment Full time

Outstanding long-term contract opportunity A well-known Financial Services Company is looking for a Brokerage Operation Specialist in Charlotte, NC (Hybrid).



The following information provides an overview of the skills, qualities, and qualifications needed for this role.

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefits 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.

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 opportunities 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 an understanding of function, policies, procedures, and compliance requirements.
  • Provide information to client personnel in Customer Service.

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