Finra Series 7: Customer Service Specialist

3 weeks ago

Irving, United States Strategic Staffing Solutions Full time

Strategic Staffing Solutions is hiring Active Finra Series 7: Customer Service Specialists for our bank client in Irving, Texas. License can be inactive for no more than 24 months.


Job Title: Finra Series 7: Customer Service Specialist

Location: Irving TX 75062

Pay Rate: $ W2 Only

Finra Brokerage Check will be completed to ensure status

6 months , possible FTE; to start in May 2024


Required Qualifications:

  • 2+ years of experience in Customer Service, Financial Services or Contact Center environment.
  • Active Series 7 required.
  • Brokerage operations experience.
  • Customer Service experience.
  • Microsoft Products.

Responsibilities:

  • Participate in moderately complex support services in account management, operations, documentation, customer service and technical support.
  • Identify opportunities for process improvement within the customer support functional area.
  • Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.
  • 30 days of onsite training. 5 days on/ 5 days remote after training is complete.

Participate in moderately complex support services in account management, operations, documentation, customer service and technical support. Identify opportunities for process improvement within the customer support functional area. Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development. Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing understanding of internal and external customer needs. Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues. Serve as the first point of customer contact in providing support for routine technical questions and issues.


Required Qualifications: 2+ years of experience in Customer Service, Financial Services or Contact Center, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.


30 days of onsite training

- 5 days on/ 5 days remote after training is complete

- Will be working with WF customers to address brokerage complaints

eoe

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