Financial Case Advisor- Series 7 Professional

Title: Financial Case Advisor (Series 7 Required)

Participate in low to moderately complex customer service initiatives and identify opportunities for process improvementsReview and analyze routine to moderately complex customer service issues requiring research and evaluationProvide timely and accurate support to clients regarding brokerage accounts and servicesPresent recommendations and solutions for resolving customer service challengesExercise independent judgment while adhering to company policies, procedures, and compliance standardsCollaborate with internal teams to enhance customer experience and operational efficiencyMaintain knowledge of financial products, brokerage services, and regulatory requirementsDocument customer interactions and ensure proper follow-up and resolutionRequired Qualifications: Minimum 2+ years of experience in Customer Service, Financial Services, or Contact Center environmentsActive Series 7 License (mandatory)“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”