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Series 7 Financial/ Customer Service/ Financial Service Representative

Remote, USA Full-time Posted 2026-07-03

Title: Customer Service Representative / Financial Advisor Location: Salt Lake City, UT - Hybrid... Duration: 6+ Months - Possible extension/conversion Max pay: $30- $32/hr Job Description: 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 internal and external customer needs. Provide 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 Summary: - Will be working with Client customers to address brokerage complaints Top Skills - Series 7 required – MUST BE ACTIVE (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 basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.” Apply Job!

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