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
Online Order Filling Team Associate
Posted on: 02-01-2025 03:58
Accounting Payable Clerk
Posted on: 31-01-2025 09:56
Virtual Travel Assistant (REMOTE) (C)
Posted on: 20-11-2024 13:46
Walmart Data Entry Work From Home Jobs - Entry Level
Posted on: 01-07-2024 16:51
? Sales - IT Career Advisor - Closer ($150-200K Remote)
Posted on: 20-01-2025 06:21
Flight attendant at delta Dubai
Posted on: 25-11-2024 05:19
Bilingual Call Center Representative (English & Spanish) for Tax Relief Company
Posted on: 31-01-2025 10:01
Director, Strategic Accounts (Medical) - Remote
Posted on: 03-01-2025 07:35
Remote Career Job At American Airlines
Posted on: 16-07-2024 19:07
Content Creator, TikTok - Disney Parks News Blog
Posted on: 22-11-2024 05:34