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.