Investment Specialist With Finra Series 7

Strategic Staffing Solutions

is hiring Investment Specialists for our banking client in St. Louis MO.
Note: we regret our client is unable to sponsor employment Visa's or consider individuals on time-limited Visa status for this position.

Participate in moderately complex support services in account management, operations, documentation, customer service and technical support.
Identify opportunities for process improvement within the customer support functional area.
Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.
Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing understanding of internal and external customer needs.
Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues.
Serve as the first point of customer contact in providing support for routine technical questions and issues.

Required Qualifications:
2+ years of experience in Customer Service, Financial Services or Contact Center, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Active Series 7 required , previous brokerage experience preferred. (Will verify status via Finra Broker Check)
M-F 7am to 6pm
30 days of onsite training
Schedule after training: 5 days onsite / 5 days WFH; alternating weekly

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