Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Brokerage Operation Specialist in Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefits 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.

Required Skills & Experience

• Series 7 (must be active).
• Brokerage operations experience.
• Customer service experience.
• Microsoft Products.
• Strong verbal / written communication skills.
• 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.

What You Will Be Doing

• 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.

Last updated : 2024-05-14