Financial Services Representative
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Role & Company Overview
📋 Role Overview & Responsibilities
Job Title: Financial Service Representative/ CSRLocation: Salt Lake City, UT/ St. Louis, MODuration: 6+ months contract
- Top Skills:Brokerage Operations experienceCustomer service experienceMicrosoft ProductsStrong Verbal/ written communication SkillsSeries 7 required Job Description: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.
EEO:“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”
Frequently Asked Questions
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This position is located in St Louis, MO with potential relocation and sponsorship assistance depending on candidate qualifications.
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