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.?

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