Brokerage Service & 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 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.