Brokerage Complaints Specialist

Randstad USA; Charlotte (NC); On-site; USD 83,097,000 - 94,558,000; Full time

Job summary

Randstad Strategic Accounts is hiring a contract banking professional in Charlotte, NC to support customers with brokerage-related questions and complaints. The role involves assisting accounts opened by self-directed clients or managed by financial advisors, with emphasis on operational and service issues.

The position requires about 2 years of experience in banking customer service and a background in investments and brokerage.

Qualifications

• 2 years of experience in banking customer service.
• Experience handling brokerage related questions and complaints.
• Series 7 certification is a plus.

Responsibilities

• Support customers with brokerage-related questions and complaints, focusing on Operational & Service issues.
• Handle accounts serviced by self-directed clients or financial advisors.

Skills

Customer Service

Customer support

Series 7

Brokerage

Investments

Education

Bachelors

Job description

Randstad Strategic Accounts is looking for a business professional with a knowledge and proficiency working in the banking industry. We have a role that we are looking to fill for a contract position with a top tier bank in the financial industry. If you are interested in becoming part of a team where you can contribute to drive both personal and organizational goals, this may be the right fit for you!

salary: $29 - $33 per hour

shift: First

work hours: 8 AM - 5 PM

education: Bachelors

Responsibilities

We are looking for a candidate with a background supporting customers with brokerage support questions and complaints. This team specifically supports Operational & Service complaints.

The accounts that are being supported are either self-directed or serviced by a financial advisor.

• Retirement, non-retirement, Trust, business, custodial accounts are examples.
• Accounts values can be of any amount

Examples of Operational & Service complaints can be:

• Account maintenance/opening
• Trading
• Website logon
• Account restrictions
• Estate processing
• Fees
• Money movement

Skills

• Customer Service
• Customer support
• Series 7
• Brokerage
• Investments

Qualifications

• Years of experience: 2 years
• Experience level: Experienced

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [e-mail].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.

Experience

• Experienced
• 2 years

Education

• Bachelors