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Form of workJob Description
Prestigious Fortune 500 company in the banking sector is seeking dedicated and experienced individual 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, customer service, and technical support.
Key Responsibilities:
• Identify opportunities for process improvement within the Customer Support functional area.
• Review basic or tactical routine technical issues, challenges, applications, product conversions, and new product development.
• Present recommendations for resolving moderate to complex situations, exercising independent judgment while developing an understanding of internal and external customer needs.
• Provide information to customer service colleagues, relationship managers, internal partners, stakeholders, and customers to resolve customer issues.
• Serve as the first point of customer contact in providing support for routine technical questions and issues.
• Address brokerage complaints and work collaboratively with customers to achieve resolution.
Required Qualifications:
• 2+ years of experience in Customer Service, Financial Services, or Contact Center, or equivalent.
• Series 7 License: Must be active or within a 2-year window for quick reactivation.
• Brokerage Operations Experience.
• Customer Service Experience.
• Proficient in the use of Microsoft Office Suite..
7 Strong Verbal/Written Communication Skills.
Additional Qualifications (Preferred):
• Series 63 and/or Series 65 licenses.
• Knowledge of relevant financial regulations.
• Experience in resolving brokerage-related complaints.
#8824
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
Company DescriptionKey Responsibilities:
• Identify opportunities for process improvement within the Customer Support functional area.
• Review basic or tactical routine technical issues, challenges, applications, product conversions, and new product development.
• Present recommendations for resolving moderate to complex situations, exercising independent judgment while developing an understanding of internal and external customer needs.
• Provide information to customer service colleagues, relationship managers, internal partners, stakeholders, and customers to resolve customer issues.
• Serve as the first point of customer contact in providing support for routine technical questions and issues.
• Address brokerage complaints and work collaboratively with customers to achieve resolution.
Required Qualifications:
• 2+ years of experience in Customer Service, Financial Services, or Contact Center, or equivalent.
• Series 7 License: Must be active or within a 2-year window for quick reactivation.
• Brokerage Operations Experience.
• Customer Service Experience.
• Proficient in the use of Microsoft Office Suite..
7 Strong Verbal/Written Communication Skills.
Additional Qualifications (Preferred):
• Series 63 and/or Series 65 licenses.
• Knowledge of relevant financial regulations.
• Experience in resolving brokerage-related complaints.
#8824
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
Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
