Series 7 Customer Service Specialist

Strategic Staffing Solutions; Minneapolis (MN); Hybrid; USD 48,000 - 58,000; Full time

Job summary

STRATEGIC STAFFING SOLUTIONS (S3) seeks a Series 7 Customer Service Specialist in Minneapolis, MN. This W2 contract role offers a hybrid schedule (3 days onsite, 2 days remote) with an initial term of 12+ months and a pay rate of $35-42 per hour.

The role leads and supports Case Advisors, guiding on complex casework, complaint research, and client communications. Strong communication and coaching skills are essential for success in this team-driven environment.

Qualifications

• Active Series 7 license or within 2-year window for quick re-activation.
• Experience in financial services, brokerage, or investment-related operations.
• Customer service experience.
• Strong verbal and written communication skills.
• Ability to coach, mentor, and support others.

Responsibilities

• Serve as team lead and day-to-day resource for Case Advisors.
• Provide guidance on complex casework, complaint research, client communication, and written resolutions.
• Handle escalated client calls and address sensitive concerns.
• Partner with Case Advisors to identify next steps and ensure consistent execution across the team.

Skills

Series 7 license

Customer service

Strong communication

Tools

Microsoft Office

Job description

STRATEGIC STAFFING SOLUTIONS (S3) HAS AN OPENING!

Series 7 Customer Service Specialist

Location: Minneapolis, MN
Hybrid schedule: 3 days onsite/2 days remote
W2 contract role
12+ Months with extension
Pay Rate: $35-42/HR

Role Summary

Serves as a team lead and day-to-day resource for Case Advisors. Provides guidance and support on complex casework, complaint research, client communication, written resolutions, procedures, and quality expectations. Also handles escalated client calls, helping address complex or sensitive concerns that require additional support or expertise. The role partners closely with Case Advisors to identify appropriate next steps, navigate challenging situations, and promote consistent execution across the team.

Required Skills

• Series 7 required – MUST BE ACTIVE (or within 2 year window so it may be re-activated quickly)
• Previous experience in financial services, brokerage, or investment-related operations
• Customer service experience
• Microsoft Products
• Strong Verbal/ written communication Skills
• Demonstrated ability to coach, mentor, and support others

Desired Skills

• Strong research, analytical, and critical-thinking skills
• Ability to manage multiple priorities while meeting timeliness and quality expectations
• Ability to work effectively in a regulated, process-driven environment
• Strong attention to detail and commitment to quality