Customer Service Specialist - Series 7 Certified

Mindlance; St. Louis (MO); On-site; USD 41,328 - 44,083; Full time

Job summary

A financial services company in St. Louis is looking for a Customer Service Specialist with an active Series 7 certification. The role involves identifying process improvement opportunities and handling customer service evaluations. Ideal candidates will have at least 2 years of experience in customer service or financial services and be proficient with Microsoft products. Competitive pay between $30/hr and $32/hr is offered.

Qualifications

• 2+ years of experience in Customer Service or Financial Services.

Responsibilities

• Identify opportunities for process improvements within Customer Service.
• Review and analyze Customer Service assignments requiring research.
• Provide information to client personnel in Customer Service.

Skills

Series 7 certified

Microsoft Products

Job description

Overview

Customer Service Specialist - Series 7 Certified

Base pay range: $30.00/hr - $32.00/hr

Responsibilities

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.

Required Qualifications

2+ years of Customer Service, Financial Services.

Top Skills

• Series 7 required – MUST BE ACTIVE
• Microsoft Products

EEO

“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”