Business Specialist - Senior

Jacksonville, FL, US • Posted 2 days ago • Updated 2 days ago
Contract W2
Contract Corp To Corp
6 Months
On-site
$43.48 - $44/hr
Fitment

Dice Job Match Score™

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Job Details

Skills

  • KYC
  • AML
  • FINRA
  • SEC
  • CUSTOMER CLAIMS
  • CUSTOMER SERVICE
  • SIE
  • SERIES 7
  • SERIES 66
  • SERIES 65
  • SERIES 63

Summary

Title: Business Specialist - Senior

Location: Jacksonville, FL
Employment Type: Contract  (3) Days a Week - Hybrid

Compensation:
Pay Range: $43.48-$44.00 Per HR

Job Summary:
• Join our team as a Business Specialist in a hybrid setting in Jacksonville, FL. 
• This contract role involves servicing and supporting clients, with a focus on investment and banking solutions. 
• The ideal candidate will handle client inquiries, ensuring compliance with financial regulations, and leverage digital technology platforms.

Key Responsibilities:
• Service and support investment and banking clients with professionalism.
• Match clients with suitable products and services, emphasizing digital solutions.
• Provide timely responses to client service requests via phone or email.
• Handle customer claims and complaints in line with regulatory requirements.
• Refer opportunities to relevant partners when appropriate.

Qualifications:
• 0-2 years of relevant experience in customer service, preferably in investments.
• Basic understanding of investment and financial planning strategies.
• Strong communication skills, both verbal and written.
• Ability to work independently and make decisions within established guidelines.
• Active Series 7 & Series 66 licenses required.

Contact Information:
Monika Sehgal,

Benefits:
Learn more about our benefits offerings here  

Onboarding Expectations:
Learn more about our Onboarding Process here  

EEO Statement:
Learn more about our EEO policy here  

#LI-MS1
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: mitchmar1
  • Position Id: 26-17367
  • Posted 2 days ago
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