Brokerage Operation Specialist

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

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.

Provide information to client personnel in Customer Service.