Wf
Charlotte, North Carolina

Customer Service Specialist Licensed

OnsitePosted 1 week ago

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Job details

Location
Charlotte, North Carolina
Work type
Onsite
Posted
1 week ago
Apply on
wf.wd1.myworkdayjobs.com

About this role

2+ years licensed customer service experience, FINRA Series 7 and 63/66 (or equivalents), strong account management, documentation, compliance focus, de-escalation and communication skills.

What you'll do at Wf:

  • supporting customers
  • processing accounts
  • documenting actions

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About Wf

Wf
Charlotte, North Carolina