Customer Service Specialist

Job#: 2026307

Job Description:

Apex Systems is hiring Customer Service Representatives for one of our large financial clients in Charlotte, NC.

If this is something you are interested in hearing more about, please send an updated copy of your resume and your Series 7 certification to Jordan at [email protected]

Job Title: Customer Service Representative

Location: Hybrid in Charlotte, NC

Schedule: M-F, 7am-6pm

Job Duties & Responsibilities:

• Participate in low to moderately complex initiatives and identify opportunities for process improvements within Customer Service.
• Review and analyze basic or tactical Customer Service assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables.
• Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing an understanding of function, policies, procedures, and compliance requirements.
• Provide information to client personnel in Customer Service.

Required Qualifications:

• 2+ years of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
• Series 7 required – MUST BE ACTIVE (or within 2-year window so it may be re-activated quickly)
• Brokerage operations experience
• Customer service experience
• Microsoft Products
• Strong Verbal/ written communication Skills

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.