24 financial brokerage customer service specialist jobs found
Refine Search
Categories
Salary Range
Morgan Stanley
New York, NY
Dec 06, 2025
GB
Morgan Stanley
New York, NY
Dec 06, 2025
Morgan Stanley
New York, NY
Dec 06, 2025
Morgan Stanley
FL
Dec 06, 2025
GB
Job Description
Job Description
Fortune 500 Financial Services company is seeking Financial Brokerage Customer Service Specialist to be responsible for addressing and resolving brokerage-related complaints from customers. *SERIES 7 Certification is a MUST*
• Location: Charlotte, NC 28262
• Work mode: 30 days of onsite training- Hybrid: 5 days onsite/ 5 days remote after training is complete
• Shift: Monday-Friday from 7am to 6pm
• Pay Rate: $36.44/hr
Key Responsibilities:
• Address and resolve brokerage-related complaints from customers, ensuring prompt and effective resolution.
• Utilize in-depth knowledge of brokerage operations to provide accurate information and support to customers.
• Communicate clearly and professionally with clients to understand their concerns and provide appropriate solutions.
• Document and track complaint resolutions and interactions, ensuring accurate records are maintained.
• Collaborate with internal teams to escalate and resolve complex issues as necessary.
Top Skills and Qualifications:
• Series 7 License Required. Must be active or within a 2-year window for reactivation.
• Brokerage Operations Experience.
• Strong background in providing exceptional customer service and handling client complaints effectively.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.) for documentation and communication purposes.
• Ability to communicate complex information clearly and professionally, both verbally and in writing.
Preferred Qualifications:
• Previous experience working in a brokerage or financial services environment.
• Familiarity with additional customer service and complaint management tools.
#8824
EEO/AA Employer/Vet/Disabled.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
Company Description• Location: Charlotte, NC 28262
• Work mode: 30 days of onsite training- Hybrid: 5 days onsite/ 5 days remote after training is complete
• Shift: Monday-Friday from 7am to 6pm
• Pay Rate: $36.44/hr
Key Responsibilities:
• Address and resolve brokerage-related complaints from customers, ensuring prompt and effective resolution.
• Utilize in-depth knowledge of brokerage operations to provide accurate information and support to customers.
• Communicate clearly and professionally with clients to understand their concerns and provide appropriate solutions.
• Document and track complaint resolutions and interactions, ensuring accurate records are maintained.
• Collaborate with internal teams to escalate and resolve complex issues as necessary.
Top Skills and Qualifications:
• Series 7 License Required. Must be active or within a 2-year window for reactivation.
• Brokerage Operations Experience.
• Strong background in providing exceptional customer service and handling client complaints effectively.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.) for documentation and communication purposes.
• Ability to communicate complex information clearly and professionally, both verbally and in writing.
Preferred Qualifications:
• Previous experience working in a brokerage or financial services environment.
• Familiarity with additional customer service and complaint management tools.
#8824
EEO/AA Employer/Vet/Disabled.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
Company Description
Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.\r\n\r\nMrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.\r\n\r\nMrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.\r\n\r\nMrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
About AppleOne