Client Service - Series Professional

Location:
Charlotte, NC Hybrid

• Participate in low to moderately complex customer service initiatives and identify opportunities for process improvements
• Review and analyze routine to moderately complex customer service issues requiring research and evaluation
• Provide timely and accurate support to clients regarding brokerage accounts and services
• Present recommendations and solutions for resolving customer service challenges
• Exercise independent judgment while adhering to company policies, procedures, and compliance standards
• Collaborate with internal teams to enhance customer experience and operational efficiency
• Maintain knowledge of financial products, brokerage services, and regulatory requirements
• Document customer interactions and ensure proper follow-up and resolution

• Minimum 2+ years of experience in Customer Service, Financial Services, or Contact Center environments
• Active Series 7 License (mandatory)

“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”