Financial Case Advisor- Series 7 Professional

Duration: 6 months (possible extension/ conversion)

Location: MN Hybrid

Key Responsibilities: Participate in low to moderately complex customer service initiatives and identify opportunities for process improvements Review and analyze routine to moderately complex customer service issues requiring research and evaluation Provide timely and accurate support to clients regarding brokerage accounts and services Present recommendations and solutions for resolving customer service challenges Exercise independent judgment while adhering to company policies, procedures, and compliance standards Collaborate with internal teams to enhance customer experience and operational efficiency Maintain knowledge of financial products, brokerage services, and regulatory requirements Document customer interactions and ensure proper follow-up and resolution

Required Qualifications: Minimum 2+ years of experience in Customer Service, Financial Services, or Contact Center environments Active Series 7 License (mandatory)“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”