Financial Services Representative

2 weeks ago


Charlotte, North Carolina, United States Randstad Full time
Customer Service Specialist - Series 7 License

Are you looking to advance your career in the financial services industry? Our client, a Fortune 500 company, is seeking a Customer Service Specialist to join their team in Charlotte. As a Customer Service Specialist, you will be responsible for providing exceptional customer service to clients, resolving issues, and contributing to the growth and success of the company.

Responsibilities:
  • Participate in low-to-moderate complexity 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-moderate complexity situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements.
  • Provide information to client personnel in Customer Service.
Requirements:
  • Series 7 license
  • 2 years of experience in a related field
  • Excellent communication and problem-solving skills

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).



  • Charlotte, North Carolina, United States Randstad USA Full time

    Financial Services Call Center RepresentativeWe are seeking a highly skilled and customer-focused Financial Services Call Center Representative to join our team at Randstad USA. As a key member of our financial services team, you will play a vital role in delivering exceptional service to our clients.Key Responsibilities:Respond promptly to inbound calls...


  • Charlotte, North Carolina, United States Stone Press Financial Group Full time

    About Stone Press Financial GroupWe're a growing company that empowers our advisors to drive their careers and make a meaningful impact in people's lives. Our culture values discipline, excellence, and a commitment to keeping promises to our clients and each other.We're seeking entrepreneurial candidates who share our values and are motivated to help their...


  • Charlotte, North Carolina, United States Apollo Professional Solutions Full time

    Job Title: Financial Services RepresentativeWe are seeking a highly skilled Financial Services Representative to join our team at Apollo Professional Solutions, Inc. As a key member of our Finance Shared Services department, you will be responsible for providing exceptional customer support to internal and external stakeholders.Job Summary:The Financial...


  • Charlotte, North Carolina, United States Randstad Full time

    Randstad is seeking a skilled Financial Services Representative to join their team in Charlotte, NC. The ideal candidate will possess excellent customer service expertise, with a focus on resolving complex inquiries and complaints in the financial services industry. Key responsibilities include:Supporting internal and external customers with inquiries and...


  • Charlotte, North Carolina, United States Compunnel Inc. Full time

    Financial Representative Job DescriptionWe are seeking an experienced professional to serve as the primary point of contact for employee and vendor inquiries related to finance, travel, expense management, card administration, accounts payable, and IT.Key Responsibilities:Respond to customer or vendor inquiries and access information from multiple sources...


  • Charlotte, North Carolina, United States Compunnel Inc. Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Representative to join our team at Compunnel Inc. The ideal candidate will have excellent communication and interpersonal skills, with the ability to interface with all levels of management and internal/external individuals.Key ResponsibilitiesProvide reliable and professional interface...


  • Charlotte, North Carolina, United States Randstad USA Full time

    Job Title: Client Relationship AssociateWe are seeking a highly skilled Client Relationship Associate to join our team at Randstad USA. As a key member of our financial services team, you will play a vital role in delivering exceptional service to our clients.Job Summary:The Client Relationship Associate will be responsible for handling inbound calls from...


  • Charlotte, North Carolina, United States Modern Woodmen Full time

    About the RoleAs a Managing Partner at Modern Woodmen, you will have the opportunity to grow a team of financial representatives and help guide them in meeting the financial needs of our members in your district.You will be responsible for attracting, recruiting, and developing a team of successful financial representatives through coaching, motivating, and...


  • Charlotte, North Carolina, United States Modern Woodmen Full time

    Grow a Team of Financial RepresentativesAs a Managing Partner, you'll lead a team of financial representatives and help guide and train them to meet the financial needs of Modern Woodmen members in your district.You'll accomplish this by attracting, recruiting, and developing a team of successful financial representatives through coaching, motivating, and...


  • Charlotte, North Carolina, United States Randstad Full time

    Customer Service Specialist - Series 7Are you looking to advance your career in the financial services industry? Our client, a Fortune 500 company, is seeking a Customer Service Specialist to join their team in Charlotte. As a Customer Service Specialist, you will be responsible for providing exceptional customer service to clients, resolving issues, and...


  • Charlotte, North Carolina, United States JBA International Full time

    About the RoleWe are seeking an experienced project finance lawyer to join our Financial Services practice. The ideal candidate will have at least 3 years of experience representing lenders or tax equity investors in renewable energy project finance transactions. Strong academic performance and excellent interpersonal skills are essential.Key...


  • Charlotte, North Carolina, United States Compunnel Full time

    Job DescriptionAs a key member of the Compunnel team, the Finance Representative II will provide exceptional support to the payroll department, ensuring seamless operations and excellent customer service.The ideal candidate will possess strong communication skills, proficiency in Microsoft Office Suite, and experience with Peoplesoft. A high school education...


  • Charlotte, North Carolina, United States Modern Woodmen Full time

    As a Managing Partner at Modern WoodmenGrow a team of financial representatives and help guide and train them to meet the financial needs of our members in your district. You will accomplish this by attracting, recruiting, and developing a team of successful financial representatives through coaching, motivating, and mentoring.Key Responsibilities:Develop...


  • Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Unlock Your Potential as a Financial AdvisorAt Stone Press Financial Group, we're seeking ambitious individuals who share our passion for helping clients achieve their long-term financial goals. As a Financial Advisor, you'll have the opportunity to work in a dynamic environment where you can drive your career and make a meaningful impact.Key...


  • Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Unlock Your Potential as a Financial AdvisorAt Stone Press Financial Group, we're seeking ambitious individuals who share our passion for helping clients achieve their long-term financial goals. As a financial advisor, you'll have the opportunity to work in a dynamic environment where you can drive your career and make a meaningful impact.Key...


  • Charlotte, North Carolina, United States LHH Full time

    Senior Financial Services Attorney OpportunityLHH Recruitment Solutions is proud to partner with a top-ranked law firm in its search for a senior Financial Services Attorney to join its Financial Services group in Charlotte, NC.The ideal candidate will have 4+ years of relevant experience representing financial institutions in commercial lending...


  • Charlotte, North Carolina, United States LHH Full time

    LHH Recruitment Solutions has partnered with a prestigious law firm to find a senior Financial Services Attorney to join its Financial Services group in its Charlotte office.The ideal candidate will have 4+ years of experience representing financial institutions in commercial lending transactions. In this role, they may expect to represent financial...


  • Charlotte, North Carolina, United States Larson Maddox Full time

    Financial Services AttorneyLarson Maddox is seeking a highly skilled Financial Services Attorney to join their legal team. As a key member of the team, you will provide expert legal counsel on a wide range of financial transactions, including mergers and acquisitions, capital markets, private equity, and other financial instruments.Key...


  • Charlotte, North Carolina, United States Larson Maddox Full time

    Financial Services Attorney PositionLarson Maddox is seeking a highly skilled Financial Services Attorney to join their legal team. The ideal candidate will have substantial experience in financial services transactions and a general background in financial services.Key Responsibilities:Provide legal counsel on a broad range of financial transactions,...


  • Charlotte, North Carolina, United States Larson Maddox Full time

    Position OverviewLarson Maddox is seeking a highly skilled Transactional Financial Services Attorney to join their growing legal team. The ideal candidate will have substantial experience in financial services transactions and a general background in financial services overall.Key ResponsibilitiesProvide legal counsel on a broad range of financial...