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    Series 7 Customer Service Specialist - Charlotte, United States - Strategic Staffing Solutions

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    Banking / Loans
    Description

    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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