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Robert Half Logo Robert Half · Finance

Financial Services Representative

United States, Charlotte · Job Posted March 26, 2026
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Job Description

We are looking for a dedicated Financial Services Representative to join our team in Charlotte, North Carolina. This is a contract position requiring onsite work five days a week. The role includes opportunities for skill development through a company-sponsored training program, enabling candidates to earn Series 7 and Series 63 licenses.

Job Responsibility

  • Participate actively in a structured online preparation program for Series 7 and Series 63 licensing exams, ensuring adherence to study schedules and comprehension of course material
  • Learn and apply company systems and procedures to educate clients and advisors on available services, enabling efficient self-service and resolving usability issues
  • Utilize available resources effectively to make informed decisions, ensure timely completion of tasks, and escalate concerns when necessary to improve customer satisfaction
  • Incorporate feedback from peers, coaches, and leaders to enhance processes, meet efficiency targets, and improve caller experiences
  • Address customer inquiries using various systems, providing accurate information and collaborating with internal partners to resolve outstanding issues
  • Process routine service requests and transactions accurately while maintaining a clear sense of accountability and ownership
  • Provide guidance on company policies, troubleshooting issues, and delivering solutions to improve client and advisor interactions
  • Collaborate with business partners to address customer needs, resolve issues, and enhance service delivery
  • Support skill development goals, including the attainment of Series 7 and Series 63 licenses, through disciplined study and training efforts
  • Maintain consistent communication with customers and stakeholders to ensure alignment and satisfaction

Requirements

  • Proven experience in customer service within a financial services environment
  • Proficiency in using Microsoft Excel and other web-based applications
  • Strong communication skills to effectively interact with clients, advisors, and internal partners
  • Ability to learn and adhere to company policies, procedures, and systems
  • Exceptional attention to detail and organizational skills to handle service requests and transactions
  • Capability to troubleshoot and resolve issues efficiently while providing clear guidance to customers
  • Commitment to ongoing development through training and licensing programs
  • Familiarity with financial services products and licensing processes, including Series 7 and Series 63 exams

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
  • free online training
  • opportunities for skill development through a company-sponsored training program
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