Financial Case Advisor

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Job Title: Financial Case Advisor

Job Category:  Banking

Industry: Accounting - Finance

Job Location: Saint Louis, MO

Zip Code: 63103

Top 3/5 Skills: ("SERIES 7" OR "SERIES 7, 63, 66") AND (ADVISOR OR "FINANCIAL ADVISIOR" OR "FINANCIAL PLANNER" OR PLANNER OR "FINANCIAL PLANNER ANALYST" OR "FINANCIAL REPRESENTATIVE" OR "INVESTMENT ADVISOR" OR "REGISTERED REPRESENTATIVE")

Min & Max Pay Rate (Ex: $32.00 /hr. – $34.00/hr.):

Position Details:

Title: Financial Case Advisor - FINRA Series 7 ACTIVE License

Location: Saint Louis, MO - 30 Days onsite Training (5 days on/5 days remote after training is complete)

Duration: 6 months (Possible extension or Hire)

Active Series 7 and SIE license required

Responsibilities:

•           Participate in moderately complex support services in account management, operations, documentation, customer service and technical support.

•           Identify opportunities for process improvement within the customer support functional area.

•           Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.

•           Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing understanding of internal and external customer needs.

•           Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues.

•           Serve as the first point of customer contact in providing support for routine technical questions and issues.

Required Qualifications:

2+ years of Customer Service, Financial Services, or Contact Center

2+ experience

Series 7 and SIE