Business Specialist - Senior

Job Summary

Join our team as a Business Specialist in a hybrid setting in Jacksonville, FL. This contract role involves servicing and supporting clients, with a focus on investment and banking solutions. The ideal candidate will handle client inquiries, ensure compliance with financial regulations, and leverage digital technology platforms.

Key Responsibilities

• Service and support investment and banking clients with professionalism.
• MATCH clients with suitable products and services, emphasizing digital solutions.
• Provide timely responses to client service requests via phone or email.
• Handle customer claims and complaints in line with regulatory requirements.
• Refer opportunities to relevant partners when appropriate.

Qualifications

• 0-2 years of relevant experience in customer service, preferably in investments.
• Basic understanding of investment and financial planning strategies.
• Strong communication skills, both verbal and written.
• Ability to work independently and make decisions within established guidelines.
• Active Series 7 & Series 66 licenses required.

Contact Information

Monika Sehgal, MSehgal@itmmi.com

Benefits

Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks

Onboarding

Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4

EEO Statement

Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement