JOB DESCRIPTION

Escalations Representatives Trade / Investments

Shoreview, MN

12 months - potential to go perm

W2 Rate - $23.50 / hr

Schedule One week onsite one week remote; Training will be in three tiers

Skills

• 4 years customer contact in financial services
• 6 months to 1 year supporting within investment / brokerage / trade / wealth management / trust
• Front line customer experience
• This is NOT a call center position mostly written responses must be a strong independent worker
• Written and verbal work with clients (free form, templates minor)
• Investigative / breakdowns / process
• Manage their day reach out when support is needed
• Internal and external
• White glove service group step people
• Ideal candidates come from the following backgrounds : trade support, underwriting / loan handling, complaint / resolution positions and anyone with a license (SEI, Series 6 or 7, etc)

Job ID : JOB-234538 Publish Date : 21 Mar 2024

Last updated : 2024-05-13