Brokerage Operations Specialist

Exciting Long-Term Contract Opportunity Available! Join a renowned Financial Services Company as a Brokerage Operation Specialist based in Charlotte NC (Hybrid). 

Join top talent at a leading global institution. Enjoy long-term contract perks with competitive benefits! Thriving on innovation in the digital era, our renowned company is dedicated to meeting customers' needs and fostering success. Apply now! 

Work Location: Charlotte - hybrid schedule (2-3 days onsite/work from home) 

Contract Duration: 12-24 months initial contract; possible extensions and/or conversion

Required Skills & Experience 

• At least 2 years of experience in Customer Service, Financial Services, or Contact Center roles, or equivalent expertise gained through work, consulting, military service, education, or training.
• Active Series 7.
• Proficiency in brokerage operations.
• Demonstrated customer service expertise.
• Familiarity with Microsoft Products.
• Exceptional verbal and written communication skills.

What You Will Be Doing 

• Engage in low to moderately complex initiatives and identify avenues for process enhancements within Customer Service.
• Assess and analyze basic or tactical Customer Service tasks or issues that demand research, evaluation, and the selection of optimal solutions, pertaining to low-to-medium risk deliverables.
• Propose recommendations for addressing low to moderately complex scenarios, exercising some independent judgment while gaining insight into function, policies, procedures, and compliance standards.
• Furnish information to client personnel within the Customer Service domain.

You will receive the following benefits:

• Medical Insurance - Four medical plans to choose from for you and your family
• Dental & Orthodontia Benefits
• Vision Benefits
• Health Savings Account (HSA)
• Health and Dependent Care Flexible Spending Accounts
• Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
• Hospital Indemnity Insurance
• 401(k) including match with pre and post-tax options
• Paid Sick Time Leave
• Legal and Identity Protection Plans
• Pre-tax Commuter Benefit
• 529 College Saver Plan

Motion Recruitment Partners (MRP) is an Equal Opportunity Employer, including Veterans/Disability/Women. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.