Series 7 Financial Services Team Lead – Hybrid

Strategic Staffing Solutions, Inc.; 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) 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.