Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Series 7 Brokerage Customer Service Specialist in Irving, TX (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age.

If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration : 6 Months

Required Skills & Experience

• Active Series 7 License or held by broker / dealer within last 2 years
• Brokerage Customer Support experience
• 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.
• 5 years of experience in one or a combination of the following : customer contact / service in financial services, administrative support, underwriting, quality assurance, brokerage operations, client account supervision, risk, and compliance.

• Motivated self-starter.
• Able to perform duties with minimal supervision.
• High attention to detail.
• Excellent time management.
• Effective communicator.
• Acts with integrity in alignment with client’s expectations.

What You Will Be Doing

• Utilize securities related regulatory precepts and practices to review, analyze, and address escalated operational and service complaints from multiple WIM sources, including WFA Branches and clients.
• Under general supervision, coordinates with WIM contacts to develop, negotiate, and deliver verbal and written resolution to clients including regular direct phone communications and written ad hoc correspondence.
• Manage, organize, and prioritize work pipeline and deliver work output within service level agreements, production standards, and quality expectations.
• Demonstrate high ethical standards and commitment to a positive customer experience.
• Learn from peers / partners and share knowledge, tactics, and solutions that leverage best practices and support efficiency.
• Participate in low to moderately complex initiatives and identify opportunity 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 understanding of function, policies, procedures, and compliance requirements.
• Provide information to client personnel in Customer Service.

Last updated : 2024-06-17