Description
MILITARY VETERANS
AppleOne is proud to present:
Prestigious Fortune 500 company in the banking sector is seeking professionals with active Series 7 certification to join our team as a Customer Support Specialist in Brokerage Services.
In this role, you will be participating in moderately complex support services related to addressing brokerage complaints, account management, operations, documentation and customer service.
Key Responsibilities:
- Address brokerage complaints and work collaboratively with customers to achieve resolution.
- Execute financial transactions accurately and efficiently, adhering to company policies and regulatory requirements.
- Provide exceptional customer service by addressing client inquiries, resolving issues, and offering appropriate financial solutions.
- Utilize Microsoft products and other relevant software to manage client accounts and maintain accurate records.
Qualifications:
- Active Series 7 certification or ability to reactivate within a two-year window.
- Previous experience in brokerage operations and financial services.
- Proven track record of delivering excellent customer service.
- Proficiency in Microsoft products, including Word, Excel, and Outlook.
- Exceptional verbal and written communication skills, with the ability to effectively convey complex financial information to clients.
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AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
Experienced (Non-Manager)