Series 7 Customer Representative
📋 Role Overview & Responsibilities
S3/Strategic Staffing Solutions has Series 7 Customer Support Rep opportunities for a leading financial customer. Please read below if you are interested in joining an amazing organization!
Location: Salt Lake City, UT, Charlotte, NC or St Louis, MO - hybridDuration: 12-24 months + possible extensionPay Rate: 32-34/hr. W2
30 days of onsite training5 days on/ 5 days remote after training is completeM-F 7am to 6pm
Top Skills
- Series 7 required – MUST BE ACTIVE (or within 2 year window so it may be re-activated quickly)- Brokerage operations experience- Customer service experience- Microsoft Products- Strong Verbal/ written communication Skills
Qualifications & Description
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
Job Summary:Will be working with client customers to address brokerage complaints2+ 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.Active Series 7 required, previous brokerage experience preferred
Frequently Asked Questions
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Salt Lake City Metropolitan Area with potential relocation and sponsorship assistance depending on candidate qualifications.
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