Financial Advisor - Active Series 7
Mindlance, Charlotte, North Carolina, United States, 28245
Overview
Location: Charlotte, NC - 30 Days onsite Training (5 days on/5 days remote after training is complete)
Duration: 6 months (Possible extension or Hire)
6 months + Contract (Possible Extension/Conversion to FT) RTO schedule - 30 days of onsite training
5 days on/5 days remote after training is complete.
Active Series 7 and SIE license required
Responsibilities
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.
Qualifications
2+ years of Customer Service, Financial Services, or Contact Center
2+ years experience
Series 7 and SIE
EEO: “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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Duration: 6 months (Possible extension or Hire)
6 months + Contract (Possible Extension/Conversion to FT) RTO schedule - 30 days of onsite training
5 days on/5 days remote after training is complete.
Active Series 7 and SIE license required
Responsibilities
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.
Qualifications
2+ years of Customer Service, Financial Services, or Contact Center
2+ years experience
Series 7 and SIE
EEO: “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”
#J-18808-Ljbffr