Client Service Rep - Series 7

Immediate Hire | Multiple Openings | Client Service Rep - Series 7 | Irving, TX (Hybrid) | Apply Now!Job Title: Client Service Rep - Series 7Duration: 06 Months (Possible Extension/Conversion)Location: Irving, TX (Hybrid)Responsibilities:Utilizes securities related regulatory precepts and practices to review, analyze, and address escalated operational and service complaints from multiple sources, including client’s Branches and clients. Under general supervision, coordinates with contacts to develop, negotiate, and deliver verbal and written resolution to clients—including regular direct phone communications and written ad hoc correspondence. Manage, organize, and prioritize work pipeline and deliver work output within service level agreements, production standards, and quality expectations. Demonstrate high ethical standards and commitment to a positive customer experience. Learn from peers/partners and share knowledge, tactics, and solutions that leverage best practices and support efficiency. Qualification:Successfully completed FINRA Series 7 exam to qualify3+ years of experience in one or a combination of the following: customer contact/service in financial services, administrative support, underwriting, quality assurance, brokerage operations, client account supervision, risk and compliance.Acts with integrity in alignment with client’s expectationsHigh attention to detailExcellent time managementEffective communicator“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”