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    Brokerage Operation Specialist - Charlotte, United States - Motion Recruitment

    Motion Recruitment
    Motion Recruitment Charlotte, United States

    3 weeks ago

    Motion Recruitment background
    Accounting / Finance
    Description

    Outstanding long-term contract opportunity A well-known Financial Services Company is looking for a Brokerage Operation Specialist in Charlotte, NC (Hybrid).

    Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefits package Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

    Required Skills & Experience

    • Series 7 (must be active).
    • Brokerage operations experience.
    • Customer service experience.
    • Microsoft Products.
    • Strong verbal/written communication skills.
    • 2+ years of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.

    What You Will Be Doing

    • 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 an understanding of function, policies, procedures, and compliance requirements.
    • Provide information to client personnel in Customer Service.
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