Financial Services Representative
4 weeks ago
Job Title: Financial Service Representative/ CSR
Location: Salt Lake City, UT/ St. Louis, MO
Duration: 6+ months contract
Top Skills:
- Brokerage Operations experience
- Customer service experience
- Microsoft Products
- Strong Verbal/ written communication Skills
- Series 7 required
Job Description:
- 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.
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