- 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.
- 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
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Customer Service Representative - Charlotte, United States - Apex Systems
Description
Apex Systems is hiring Customer Service Representatives for one of our large financial clients in Charlotte, NC.
If this is something you are interested in hearing more about, please send an updated copy of your resume and your Series 7 certificationto Jordan at
Job Title: Customer Service Representative
Location: Hybrid in Charlotte, NC
Schedule: M-F, 7am-6pm
Job Duties & Responsibilities:
Required Qualifications: