Brokerage Customer Service Representative

Description

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Brokerage Customer Service Representative

Contract to Hire: Jacksonville , Florida, US

Salary Range: 20.00 - 22.00 | Per Hour

Job Code: 369853

End Date: 2026-07-04
Days Left: 25 days, 3 hours left

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Job Details:

Title: Brokerage Customer Service Representative

Client: Banking

Location: Hybrid at Jacksonville, FL 32256

Duration: 4-5+ months of contract | (Based upon performance, could be possibility of extension or hire)

Pay Range: $20/Hr. - $22.11/Hr.

Shift: Monday-Friday | 8 AM - 5 PM

Duties include:

• Answering client calls and email inquiries while processing various assignments
• Multitasking while communicating with clients and branch offices via phone
• Adhering to strict schedule for phone support.
• Conducting outreach in effort to reunite abandoned clients with their assets
• Performing regular account maintenance, including document review, to ensure accuracy

Required Skills:

• Must maintain positive and professional attitude in a team-oriented, fast-paced work environment
• Proficient at de-escalating situations and finding proper resolution for the client
• Work effectively and efficiently in a team environment
• Have ability to effectively service/resolve client inquiries
• Excellent writing and analytical skills
• Demonstrate organizational skills and proven attention to detail

Why Join Us?

• Gain hands-on experience in the financial services industry
• Work in a hybrid environment with a balance of in-office and remote work
• Develop essential skills in trade operations and financial settlements
• Potential for full-time employment based on performance

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Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)

Job Requirement

• brokerage
• wealth management
• investment support
• trading support
• Smart station
• BETA
• FINRA
• customer service
• CSR
• call center
• calls
• inbound call
• outbound call

Reach Out to a Recruiter

• Recruiter
• Email
• Phone
• Ayushi Gupta
• View email address on click.appcast.io

Apply Now