Series 7 Customer Service Specialist

4 weeks ago


Charlotte, United States Strategic Staffing Solutions Full time

Job 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 experience.
  • Customer service experience.
  • Microsoft Products.
  • Strong Verbal/ written communication Skills.


Responsibilities:

  • Participate in low to moderately complex 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 moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements.



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