Operations Specialist - Charlotte, United States - Mindlance

    Mindlance background
    Banking / Loans
    Description

    Job Title: Operations - Customer Service Specialist

    Location: Salt Lake City, UT / Saint Louis, MO / Charlotte, NC

    Duration: 6+ Months

    Pay range - $30-32/hr. W2

    Remote/Hybrid schedule:

    • 30 days of onsite training
    • 5 days on/ 5 days remote after training is complete

    Top Skills:

    • Series 7 required MUST BE ACTIVE (or within a 2-year window so it may be re-activated quickly).
    • Brokerage operations experience.
    • Customer service experience.
    • Microsoft Products.
    • Strong Verbal/ written communication Skills.

    Job Summary:

    • Will be working with Client customers to address brokerage complaints.

    In this contingent resource assignment, you may:

    • 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.

    Required Qualifications:

    • 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.

    EEO:

    Mindlance is an Equal Opportunity Employer and does not discriminate in employment based on Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.