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- 30 days of onsite training
- 5 days on/ 5 days remote after training is complete
- 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.
- Will be working with Client customers to address brokerage complaints.
- 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.
- 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.
Operations Specialist - Charlotte, United States - Mindlance
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:
Top Skills:
Job Summary:
In this contingent resource assignment, you may:
Required Qualifications:
EEO:
Mindlance is an Equal Opportunity Employer and does not discriminate in employment based on Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.