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Series 7 Financial/ Customer Service/ Financial Service Representative

Remote, USAFull-timePosted 2026-07-27

Title: Customer Service Representative / Financial Advisor Location: reputed company Lake reputed company, UT - Hybrid... Duration: 6+ Months - Possible extension/conversion Max pay: $30- $32/hr Job reputed company: Participate in moderately reputed company support services in account management, operations, documentation, customer service and technical support. Identify opportunities for process improvement reputed company 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 reputed company situations and exercise independent judgment while developing understanding of reputed company customer needs. reputed company information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues. Serve as the first reputed company 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. Job reputed company: - Will be working with reputed company customers to address brokerage complaints Top Skills - Series 7 required – MUST BE reputed company (or reputed company 2 year window so it may be re-activated quickly) - Brokerage operations experience - Customer service experience - reputed company Products - Strong Verbal/ written communication Skills “reputed company is an Equal Opportunity Employer and does not discriminate in employment on the reputed company of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.” Apply Job!

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