Series 7 Customer Service Specialist

1 month ago


Charlotte, United States Strategic Staffing Solutions Full time

Job Title: Customer Service Specialist (Series 7) Hiring FAST

Location: Charlotte, NC

Duration: 12+ months.

***WE DO VISA TRANSFERS***

Required Qualifications:

  • Series 7 required MUST BE ACTIVE (or within 2-year window so it may be re-activated quickly).
  • 2+ years of Customer Service, Financial Services, or Contact Center experience.
  • Brokerage operations experience.
  • Customer service experience.
  • Microsoft Products.
  • Strong Verbal/ written communication Skills.

Responsibilities:

  • 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 understanding of function, policies, procedures, and compliance requirements.


  • Charlotte, United States Strategic Staffing Solutions Full time

    Job Title: Customer Service Specialist (Series 7) – Hiring FAST!Location: Charlotte, NC Duration: 12+ months.***WE DO VISA TRANSFERS***Required Qualifications:Series 7 required MUST BE ACTIVE (or within 2-year window so it may be re-activated quickly).2+ years of Customer Service, Financial Services, or Contact Center experience.Brokerage operations...


  • Charlotte, United States Strategic Staffing Solutions Full time

    Job Title: Customer Service Specialist (Series 7) – Hiring FAST!Location: Charlotte, NC Duration: 12+ months.***WE DO VISA TRANSFERS***Required Qualifications:Series 7 required MUST BE ACTIVE (or within 2-year window so it may be re-activated quickly).2+ years of Customer Service, Financial Services, or Contact Center experience.Brokerage operations...


  • Charlotte, United States Motion Recruitment Full time

    Position: Brokerage Customer Service SpecialistLocation: Charlotte NC (Hybrid model)Term: 12 MonthsFull on w2 contract financial Client.Required SkillSeries 7 (active or within 2 year window of leaving broker/dealer)Brokerage OperationsCustomer ServiceMS Office Suite PreferredStrong Verbal/Written Skills Preferred


  • Charlotte, United States Motion Recruitment Full time

    Position: Brokerage Customer Service SpecialistLocation: Charlotte NC (Hybrid model)Term: 12 MonthsFull on w2 contract financial Client.Required SkillSeries 7 (active or within 2 year window of leaving broker/dealer)Brokerage OperationsCustomer ServiceMS Office Suite PreferredStrong Verbal/Written Skills Preferred


  • Charlotte, United States Motion Recruitment Full time

    Position: Brokerage Customer Service SpecialistLocation: Charlotte NC (Hybrid model)Term: 12 MonthsFull on w2 contract financial Client.Required SkillSeries 7 (active or within 2 year window of leaving broker/dealer)Brokerage OperationsCustomer ServiceMS Office Suite PreferredStrong Verbal/Written Skills Preferred


  • Charlotte, United States Motion Recruitment Full time

    Position: Brokerage Customer Service SpecialistLocation: Charlotte NC (Hybrid model)Term: 12 MonthsFull on w2 contract financial Client.Required SkillSeries 7 (active or within 2 year window of leaving broker/dealer)Brokerage OperationsCustomer ServiceMS Office Suite PreferredStrong Verbal/Written Skills Preferred


  • 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...


  • Charlotte, United States The Judge Group Full time

    Job Summary:The role involves working with customers to address brokerage complaints.The position requires a focus on customer service and resolution of issues related to brokerage services.Top Skills:Series 7: This certification is mandatory and must be active or within a 2-year window for quick reactivation.Brokerage Operations Experience: Familiarity with...


  • Charlotte, United States The Judge Group Full time

    Job Summary:The role involves working with customers to address brokerage complaints.The position requires a focus on customer service and resolution of issues related to brokerage services.Top Skills:Series 7: This certification is mandatory and must be active or within a 2-year window for quick reactivation.Brokerage Operations Experience: Familiarity with...


  • Charlotte, United States Komfort Air - Service Experts Full time

    **Position Title**:Customer Service Specialist** **Reports To**:General Manager or Office Manager **Status**: Full-time, Regular position **Category**: Customer Service/Support **Location Name**: Komfort Air Service Experts **Location Address**: 8107 Arrowridge Blvd Suite Q, Charlotte, NC 28273 **Join the team of experts and realize your true...


  • Charlotte, United States Terminix Service, Inc. Full time

    Job DescriptionJob DescriptionTerminix Service Inc in Charlotte NC has the opportunity to add a member to the office team for a full time Administrative - Customer Care Specialist.Apply for this job if:You're comfortable talking to people. You are not bothered by offering the services that your customers need to make their lives comfortable and pest...


  • Charlotte, United States Rollins Full time

    ** Customer Service Specialist** **Job Category****:** Customer Service **Requisition Number****:** CUSTO18669 Showing 1 location **Job Details** **Description** **At Orkin, our purpose is to help protect the world where we live, work, and play.** Our **Customer Service Specialists** are committed to this purpose. At Orkin, we provide the most accurate,...


  • Charlotte, United States Sherwin-Williams Full time

    This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and...


  • Charlotte, United States Experis Full time

    Brokerage Account Specialist - MUST HAVE Current Series 7 License Are you a customer service champion with a passion for helping people? Do you have a strong understanding of financial markets and regulatory requirements? If so, we want to hear from you! OUR CLIENT is seeking 10 motivated individuals to join our team in Charlotte, NC as Brokerage...


  • Charlotte, United States Experis Full time

    Brokerage Account Specialist - MUST HAVE Current Series 7 LicenseAre you a customer service champion with a passion for helping people?Do you have a strong understanding of financial markets and regulatory requirements?If so, we want to hear from you! OUR CLIENT is seeking 10 motivated individuals to join our team in Charlotte, NC as Brokerage Account...


  • Charlotte, North Carolina, United States Sherwin-Williams Full time

    Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay...


  • Charlotte, North Carolina, United States Sherwin-Williams Full time

    This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and...


  • Charlotte, North Carolina, United States Sherwin-Williams Full time

    This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and...


  • Charlotte, United States Sherwin-Williams Full time

    This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and...


  • Charlotte, North Carolina, United States Sherwin-Williams Full time

    Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay...