Sign upLog in

Business Specialist - Senior

Mitchell Martin

Jacksonville, FL

Apply
JOB DETAILS
SALARY
$43.48–$44 Per Hour
SKILLS
Banking Services, Claims Processing, Communication Skills, Customer Support/Service, Financial Planning, Financial Regulations, Financial Strategy, Investment Services, Maintain Compliance, Onboarding, Presentation/Verbal Skills, Regulatory Compliance, Regulatory Requirements, Resolve Customer Issues, Series 66, Series 7, Strategic Planning, Time Management, Writing Skills
LOCATION
Jacksonville, FL
POSTED
7 days ago
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, MSehgal@itmmi.com

Benefits:
Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks 

Onboarding Expectations:
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4 

EEO Statement:
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement 

#LI-MS1

About the Company

M

Mitchell Martin

OUR FOCUS IS GROWTH

It’s not just about filling job openings.  It’s about enabling growth and inspiring success.  That’s what we do.

Mitchell Martin is one of the nation’s largest staffing companies, with offices throughout the US as well as in India and the Philippines.  We help drive success for both people and companies by helping them achieve positive growth.   We do this by building strong relationships and developing a deep understanding of the people we work with, in order to facilitate the best matches for both sides of the equation.    

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1984
WEBSITE
https://www.mitchellmartin.com