Business Specialist - Senior

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  

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