Brokerage Customer Service Specialist
3 weeks ago
Brokerage Customer Service Specialist Charlotte, NC **Hybrid** Contract $32.31/hr - $36.41/hr 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. **You will receive the following benefits:** + Medical Insurance - Four medical plans to choose from for you and your family + Dental & Orthodontia Benefits + Vision Benefits + Health Savings Account (HSA) + Health and Dependent Care Flexible Spending Accounts + Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance + Hospital Indemnity Insurance + 401(k) including match with pre and post-tax options + Paid Sick Time Leave + Legal and Identity Protection Plans + Pre-tax Commuter Benefit + 529 College Saver Plan Motion Recruitment Partners is an Equal Opportunity Employer, including Veterans/Disability/Women. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Accommodation will be provided in all parts of the hiring process as required under Motion Recruitment Employment Accommodation policy. Applicants need to make their needs known in advance. **Posted by:** Chris Clark **Specialization:** Customer Support / Call Center / Client
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Brokerage Customer Service Specialist
3 weeks ago
Charlotte, United States Motion Recruitment Full timeOutstanding 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...
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Brokerage Customer Service Specialist
4 weeks ago
Charlotte, North Carolina, United States Motion Recruitment Full timeOutstanding 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...
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Brokerage Operation Specialist
3 weeks ago
Charlotte, United States Motion Recruitment Full timeOutstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Brokerage Operation Specialist in Charlotte, NC (Hybrid).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...
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Brokerage Operation Specialist
3 weeks ago
Charlotte, United States Motion Recruitment Full timeOutstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Brokerage Operation Specialist in Charlotte, NC (Hybrid).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...
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Brokerage Operation Specialist
3 weeks ago
Charlotte, United States Motion Recruitment Full timeOutstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Brokerage Operation Specialist in Charlotte, NC (Hybrid).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...
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Brokerage Operation Specialist
1 week ago
Charlotte, United States Motion Recruitment Full timeOutstanding 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...
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Customer Service Specialist
4 weeks ago
Charlotte, United States The Judge Group Full timeJob 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...
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Customer Service Specialist
4 weeks ago
Charlotte, United States The Judge Group Full timeJob 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...
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Series 7 Customer Service Specialist
2 weeks ago
Charlotte, United States Strategic Staffing Solutions Full timeJob 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...
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Series 7 Customer Service Specialist
4 weeks ago
Charlotte, United States Strategic Staffing Solutions Full timeJob 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...
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Series 7 Customer Service Specialist
4 weeks ago
Charlotte, United States Strategic Staffing Solutions Full timeJob 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...
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Registered Brokerage Service Assistant
1 month ago
Charlotte, United States First Citizens Bank Full timeOverview: This position provides operational and trading support to financial planning associates and clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion....
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Brokerage Coordinator
3 weeks ago
Charlotte, United States Addison Group Full timeRole: Brokerage CoordinatorLocation: Raleigh, NCType: Contract to HireOverview: Are you a highly motivated and organized individual who thrives in a fast-paced team environment? Do you enjoy providing exceptional support and contributing to the success of others? If so, then this Brokerage Coordinator role at [Company Name] might be the perfect fit for you!...
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Brokerage Coordinator
3 weeks ago
Charlotte, United States Addison Group Full timeJob DescriptionJob DescriptionRole: Brokerage CoordinatorLocation: Raleigh, NCType: Contract to HireOverview:Are you a highly motivated and organized individual who thrives in a fast-paced team environment? Do you enjoy providing exceptional support and contributing to the success of others? If so, then this Brokerage Coordinator role at [Company Name] might...
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Registered Brokerage Service Assistant
4 weeks ago
Charlotte, North Carolina, United States First Citizens Bank Full timeOverview: This position provides operational and trading support to financial planning associates and clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion....
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Brokerage Branch Manager
5 days ago
Charlotte, United States Cardinal Logistics Management Full timeAN EQUAL OPPORTUNITY AFFIRMATIVE ACTION EMPLOYER Job Summary: The Brokerage Branch Manager will create a first in class customer and carrier facing environment within a local office for the advancement of Cardinal Logistics in the transportation industry. As a Branch Manager, your primary focus is the development, and management of all branch strategy and...
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Store Customer Service Specialist
2 days ago
Charlotte, United States Sherwin-Williams Full timeThis 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...
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Brokerage Branch Manager
3 weeks ago
Charlotte, United States Cardinal Logistics Management Full timeAN EQUAL OPPORTUNITY AFFIRMATIVE ACTION EMPLOYER Job Summary: The Brokerage Branch Manager will create a first in class customer and carrier facing environment within a local office for the advancement of Cardinal Logistics in the transportation industry. As a Branch Manager, your primary focus is the development, and management of all branch strategy and...
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Brokerage Branch Manager
3 weeks ago
Charlotte, United States Cardinal Logistics Full timeJob DescriptionJob DescriptionAN EQUAL OPPORTUNITY AFFIRMATIVE ACTION EMPLOYERJob Summary:The Brokerage Branch Manager will create a first in class customer and carrier facing environment within a local office for the advancement of Cardinal Logistics in the transportation industry. As a Branch Manager, your primary focus is the development, and management...
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Charlotte, United States Truist Financial Corporation Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...
