FINRA Series 7 Customer Service Specialist
2 months ago
STRATEGIC STAFFING SOLUTIONS HAS AN OPENING This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available The details are below. Job Title: FINRA Series 7 Customer Service Specialist Contract Length: 6+ Months Hybrid Work Irving, TX Job ref# 236075 Job Description: • Utilizes securities related regulatory precepts and practices to review, analyze, and address escalated operational and service complaints from multiple sources, including branches and clients. • Under general supervision, coordinates with contacts to develop, negotiate, and deliver verbal and written resolution to clients—including regular direct phone communications and written ad hoc correspondence. • Manage, organize, and prioritize work pipeline and deliver work output within service level agreements, production standards, and quality expectations. • Demonstrate high ethical standards and commitment to a positive customer experience. • Learn from peers/partners and share knowledge, tactics, and solutions that leverage best practices and support efficiency. Requirements: • 5+ years of experience in one or a combination of the following: customer contact/service in financial services, administrative support, underwriting, quality assurance, brokerage operations, client account supervision, risk and compliance. • Successfully completed FINRA Series 7 exam to qualify • Must have at least 1 year of securities experience Highly Desired qualifications: • Motivated self-starter • Able to perform duties with minimal supervision • High attention to detail • Excellent time management • Effective communicator • Acts with integrity
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