Series 7 Financial/ Customer Service/ Financial Service Representative
Title: Customer Service Representative / Financial Advisor
Location: Salt Lake City, UT - Hybrid...
Duration: 6+ Months - Possible extension/conversion
Max pay: $30- $32/hr
Job Description:
Participate in moderately complex support services in account management, operations, documentation, customer service and technical support. Identify opportunities for process improvement within the customer support functional area. Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development. Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing understanding of internal and external customer needs. Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues. Serve as the first point of customer contact in providing support for routine technical questions and issues. Required Qualifications: 2+ years of experience in Customer Service, Financial Services or Contact Center, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Job Summary:
- Will be working with Client customers to address brokerage complaints
Top Skills
- 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
?Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of ? Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.?
Similar Remote Jobs
Series 7 Financial/ Customer Service/ Financial Service Representative
Posted on: 10-10-2024 00:00
Data Science & AI Engineer Google Cloud Platform
Posted on: 10-10-2024 00:00
Office Clerk (with Data Entry) - Hiring Now
Posted on: 10-10-2024 00:00
Remote Travel Agent with Flexible Schedule | WFH
Posted on: 10-10-2024 00:00
Lead Data Quality Analyst - Customer Intelligence (Remote)
Posted on: 10-10-2024 00:00
Remote Medical Data Entry Clerk (Typist) | WFH
Posted on: 10-10-2024 00:00
Virtual Medical Assistant / Receptionist PST TIMEZONE REQUIRED
Posted on: 10-10-2024 00:00
Job from Home Data Entry Agent - Part-time
Posted on: 10-10-2024 00:00
Remote Virtual Special Education Teacher Position | WFH
Posted on: 10-10-2024 00:00
Part Time Sheltered Scheme Manager (FTC: SE London)
Posted on: 10-10-2024 00:00
Work from Home Amazon Data Entry Jobs Entry Level
Posted on: 14-08-2024 00:00
Airline Safety Attendant
Posted on: 19-09-2024 00:00
Amazon Delivery Driver
Posted on: 08-11-2024 05:09
Discover a Flexible Customer Service Role with Pay Starting at 19 Per Hour
Posted on: 24-01-2025 04:50
Amazon Customer Service Jobs ? Work At Home - Part-Time Jobs
Posted on: 17-02-2025 05:59
GCP Application Architect
Posted on: 22-08-2024 00:00
Work at Home Customer Service Representatives
Posted on: 26-11-2024 06:19
Sr. Dynamics 365 Functional Consultant - Remote (Must have: Mobile Integration in Field service, Customer Engagement) 9 months contract - Direct client.
Posted on: 19-02-2025 06:29
Walmart Remote Jobs (Data Entry) $30/Hour
Posted on: 06-02-2025 00:00
Revenue Cycle Informaticist (Remote, anywhere in the US)
Posted on: 07-11-2024 05:43