Series 7 Customer Service Specialist
4 weeks ago
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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