Client Relationship Associate

We are partnering with a leading financial services company, a Big Four Bank, to recruit a qualified Client Relations Associates for a career-building opportunity.

This is a chance to join a global powerhouse in the banking industry.

Located in Charlotte, this role offers a hybrid work environment after a 30-day onsite training period, with a flexible schedule of 5 days remote and 5 days onsite.

The Client Relations Associate will be at the forefront of delivering exceptional service and support to clients, ensuring their needs are met with professionalism and efficiency. If you're passionate about finance and client service, this $33/hour role could be your next career step with a leading player in the financial industry!

**Please note an Active Series 7 license is mandatory for this role and all applicants will need to provide their CRD # for verification.

Responsibilities:

• Review and analyze basic or tactical Customer Service assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables.
• Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements.
• Provide information to client personnel in Customer Service

Required Qualifications:

2+ years of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.

At least 1 year of Brokerage related experience

Series 7 required – MUST BE ACTIVE (or within 6 month window so it may be re-activated quickly)

Desired Qualifications:

- Brokerage operations experience

- Customer service experience

- Microsoft Products

- Strong Verbal/ written communication Skills

Model:

• 30 days of onsite training
• 5 days on/ 5 days remote after training is complete