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Customer Service Representative (Finance)

Mindlane
Salt Lake City, Utah, United States
Full-time
Quick Apply

Title : Customer Service Representative

Location : Salt Lake UT

Duration : 6 Months on W2

In this contingent resource assignment, you may : Participate in low to moderately complex initiatives and identify opportunity 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 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, or Contact Center experience, or equivalent demonstrated through one or a combination of the following : work or consulting experience, training, military experience, education.

  • Series 7 required MUST BE ACTIVE (or within 2 year window so it may be re-activated quickly)
  • Brokerage operations experience
  • Customer service experience
  • Microsoft Products
  • Strong Verbal / written communication Skills
  • 30+ days ago
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