Brokerage Escalation Specialist
7 days ago
We 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 Responsibilities- Customer Service: Support internal and external customers with inquiries and complaints regarding financial products and services.
- Issue Resolution: Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online.
- Compliance: Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards.
- Escalation: Receive direction from supervisors and escalate non-routine client concerns to more experienced individuals.
- Communication: Interact with internal and external customers to respond to the raised concerns, as well as determine an appropriate course of action.
- Negotiation: Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly.
- Experience: 2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
- Skills: Series 7 certification, brokerage operations experience, customer service experience, and strong analytical and problem-solving skills.
- Training: 30 days of onsite training - 5 days on/ 5 days remote after training is complete.
At Strategic Staffing Solutions, we are committed to building trusting relationships and delivering solutions that positively impact our customers, our consultants, and our communities. Our four pillars are to:
- Set the bar high for what a company should do.
- Create jobs and offer people an opportunity to succeed and change their station in life.
- Improve the communities where we live and work through volunteering and charitable giving.
-
Brokerage Division Support Specialist
2 days 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...
-
Customer Service Representative 3
7 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...
-
Corporate Insurance Risk Management Specialist
2 weeks ago
Charlotte, North Carolina, United States Wells Fargo Full timeAbout this Role:We are seeking a highly skilled Corporate Insurance Risk Management Specialist to join our team at Wells Fargo. As a key member of our organization, you will play a critical role in ensuring the compliance of insurance certificates and policies with lender guidelines.Key Responsibilities:Collect and review insurance certificates, policies,...
-
Corporate Insurance Risk Management Specialist
2 weeks ago
Charlotte, North Carolina, United States Wells Fargo Full timeAbout this Role:We are seeking a highly skilled Corporate Insurance Risk Management Specialist to join our team at Wells Fargo. As a key member of our organization, you will play a critical role in ensuring the compliance of insurance certificates and policies with lender guidelines.Key Responsibilities:Collect and review insurance certificates, policies,...
-
Charlotte, North Carolina, United States Wells Fargo Full timeAbout this RoleWe are seeking a highly skilled Corporate Insurance Risk Management Specialist to join our team at Wells Fargo. As a key member of our team, you will be responsible for working with Government Sponsored Enterprise loans and their corresponding insurance coverage.Key ResponsibilitiesCollect and review insurance certificates, policies, and...
-
Claims and Accounting Specialist
5 days ago
Charlotte, North Carolina, United States Allen Lund Company Full time{"title": "Claims and Accounting Specialist", "description": "Job SummaryWe are seeking a highly skilled Claims and Accounting Specialist to join our team at Allen Lund Company. This role will support our branch offices and National Accounts Team in evaluating, investigating, and resolving cargo claims. The successful candidate will possess strong analytical...
-
Financial Network Governance Specialist
2 weeks ago
Charlotte, North Carolina, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a highly skilled Financial Network Governance Specialist to join our Wealth and Investment Management team. In this role, you will be supporting senior qualified supervisors who are dedicated to partnering with complex financial practices within the channel.Key Responsibilities:• Participate in risk management,...
-
Lead Client Success Specialist
3 weeks ago
Charlotte, North Carolina, United States Tandym Group Full timeTandym Group is on the lookout for a Lead Client Success Specialist to enhance our remote team. In this pivotal role, the Lead Client Success Specialist will oversee the expansion of product offerings and manage all client relationships within their designated product category, which includes: Additional Providers, Additional Locations, Contract Renewals,...
-
Loan Support Specialist
10 hours ago
Charlotte, North Carolina, United States Eliassen Group Full timeLoan Member Support SpecialistWe are seeking a highly skilled Loan Member Support Specialist to join our team at Eliassen Group. As a Loan Member Support Specialist, you will be the first point of contact for customers who have questions about loans and will provide clear and concise explanations of financial terms and concepts.Key Responsibilities:Provide...
-
Loan Support Specialist
7 days ago
Charlotte, North Carolina, United States Eliassen Group Full timeAbout the Role:The Eliassen Group is seeking an exceptional Loan Member Support Specialist to join our team. As a Loan Member Support Specialist, you will be the first point of contact for customers who have questions about loans and will be providing basic financial education.Key Responsibilities:Provide clear and concise explanations of financial terms and...
-
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...
-
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...
-
Non-Commercial Sales Specialist
1 week ago
Charlotte, North Carolina, United States Affinity Group Full timeAbout the RoleWe are seeking a highly skilled and results-driven professional to join our team as a Non-Commercial Sales Specialist. As a key member of our sales team, you will be responsible for developing and executing a customized business selling strategy for assigned accounts.Key ResponsibilitiesInfluence key decision-makers without authority to drive...
-
Investment Client Care Specialist
7 days ago
Charlotte, North Carolina, United States Truist Full timeJob SummaryWe are seeking a highly skilled and customer-focused Investment Client Care Specialist to join our team at Truist. As a key member of our brokerage services team, you will provide exceptional support to our clients, ensuring their investment needs are met with expertise and care.Key ResponsibilitiesProvide top-notch service support to clients via...
-
Securities Operations Specialist
3 weeks ago
Charlotte, North Carolina, United States Financial Industry Technical Services Inc. Full timeJob OverviewPosition: Securities Operations SpecialistContract Duration: 8 monthsWork Locations: Various Key Responsibilities:Manage daily back-office operational tasks, including but not limited to account transfers, modifications to client information, fund distributions, DTC transactions, year-end tax documentation, and charitable contributions.Engage...
-
Technical Support Specialist II
3 weeks ago
Charlotte, North Carolina, United States Husqvarna Group Full timePosition Overview: Technical Product Specialist Level 2 at Husqvarna GroupThe Technical Product Specialist Level 2 plays a crucial role in delivering technical guidance, repair expertise, and troubleshooting support for all products under the Husqvarna Group umbrella. This position primarily focuses on offering technical assistance to distributors, dealers,...
-
Cargo Operations Specialist
3 weeks ago
Charlotte, North Carolina, United States RemX Full timeJob OverviewPosition: Customs Brokerage / Cargo Lead (Hybrid)Schedule: Monday to Friday, 1:00 PM - 10:00 PM - In-office presence required on Monday and Tuesday, with remote work on Wednesday through Friday.Compensation: $25 - $35 per hour, based on experience.As a key player in our logistics operations, you will be responsible for analyzing and executing...
-
Client Relations Specialist
3 weeks ago
Charlotte, North Carolina, United States Guided Insurance Solutions Full timeCompany Overview:Guided Insurance Solutions is a part of the Baldwin Group, dedicated to providing exceptional insurance brokerage services. We pride ourselves on our human touch, ensuring that our clients receive personalized support and guidance in navigating their insurance needs.Position Summary:The Client Relations Analyst plays a crucial role in...
-
Corporate Insurance Risk Manager
5 days ago
Charlotte, North Carolina, United States Wells Fargo Full timeAbout this RoleWe are seeking a highly skilled Corporate Insurance Consultant to join our team at Wells Fargo. As a key member of our team, you will play a critical role in ensuring the compliance of insurance certificates and policies for Government Sponsored Enterprise loans.Key ResponsibilitiesCollect and review insurance certificates, policies, and...
-
Advanced Technical Support Specialist
3 weeks ago
Charlotte, North Carolina, United States Husqvarna Group Full timePosition Overview: Technical Product Specialist Level 2 at Husqvarna GroupThe Technical Product Specialist Level 2 plays a crucial role in delivering expert Technical Information, Repair Knowledge, and Troubleshooting for the entire range of Husqvarna Group Products. The main focus is to provide exceptional technical support to Distributors, Dealers,...