UPCOMING JOB OPENING
FINANCIAL SERVICES REPRESENTATIVE
IN Charlotte, NC, USA!

Please send the submission to Archie White, Jason Herman, Lisa Daly, and Max Girdhar. We will reply with the Compass ID.











SPRINT:



How many years of customer service experience do you have?



How many calls have you handled in a day?



How many years of banking or financial services industry experience do you have?



Are you willing to obtain the FINRA SIE, Series 7, and Series 63 registrations through the company-paid training program?



Are you comfortable completing a pre-employment background verification and U-4 FINRA verification?







Please describe in a few sentences why you see the work experience of your candidate as a fit for the position.







Submittal Requirements:



**Rose formatted resume (without logo), DOB MM/DD, Last 4 of SS# , email address, date available, current location**







Ameriprise



Job Title: Financial Services Representative



Job ID: TBD



Duration: 4/13/2026 - 6/15/2026 (Contract to Hire - Target Conversion Date: Mid-June )



Location: 300 South Tryon Street, Charlotte, NC 28202



Max Pay Rate: $20.25 (Please ask their expectation before sharing the rate)



Bill Rate: $28/hr



Work Hours: Standard hours



Positions: (6 openings)







Required Qualifications



Education: High school or GED

0 to 1 year relevant experience required

Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.

Excellent customer service skills.

Ability to explain policies or concepts in a straightforward, easy-to-understand manner.

Strong written and verbal communication skills.

Demonstrated ability managing multiple priorities in a fast-paced environment.

Demonstrated skill troubleshooting and identifying and resolving root cause issues.

Willingness to obtain FINRA SIE, Series 7 and Series 63 registrations through our company-paid training.

Ability to pass a pre-employment background verification and U-4 FINRA verification.

Willingness to focus on the licensing study expectations.



Preferred Qualifications



Previous customer service experience.

Product-specific or financial services industry experience.









Job Description Summary



Leverage your best-in-class customer service skills as first point of contact for our clients, advisors, and business partners in a fast-paced customer focused environment.



Receive business training to serve as the first point of contact for advisors and their clients, relationship partners, or directly for clients, regarding service issues, requests, policies, procedures, account information, and self-service issues. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone. Educate clients and advisors on the company's systems, processes, and policies.



Additionally, we’ll support your professional development through a company-sponsored training program to attain FINRA SIE, FINRA Series 7 & Series 63 licenses.







Job Description



Key Responsibilities



Actively engaged to excel in an online preparation for the FINRA SIE, Series 7, and Series 63 licensing exams. This includes having the discipline to maintain the appropriate study schedule and understand the course content.

Interact directly with customers, predominantly via a high-volume, inbound phone queue, to provide accurate and timely resolution for money movement, trade, and service requests while utilizing appropriate internal computer applications to meet or exceed service goals. May enter trade or money movement requests on behalf of the customer.

Develop an understanding of systems and procedures to educate clients and advisors directly on services as they arise to facilitate efficient self-service. Serve as a resource for customers on company or product policies and systems and troubleshoot usability issues raised by customers as well as provide education to customers.

Effectively leverage available resources to aid in making good decisions for different courses of action, act with a clear sense of ownership, follow through on commitments, escalate to avoid missing a deadline, learn quickly when facing new situations to positively impact customer effort and overall service experience.

Translate feedback into accountable results to improve processes, efficiency targets, and caller experience based on guidance from peers, coaches, and/or leaders.

Respond directly to information requests initiated by customers using a variety of systems. Provide information to clients, advisors, or relationship partners, and work with internal partners to resolve any outstanding question(s). Process routine service transactions or resolve account service casework, which have been initiated by web-based or paper forms using computer applications in a timely manner in order to meet or exceed service goals.









Interviews for these positions will take place on March 24th – March 26th.







Please see the details below regarding the location:







Location: 300 South Tryon Street, Charlotte, NC 28202

Commuting to the Charlotte office:

Candidates should look for street parking near the office location using the Park Mobile app, where parking is approximately $3.00

The Light Rail is another option you can explore. The Light Rail offers numerous stops throughout the Charlotte area from University Area to Southpark.

The light rail exit/stop closest to our building is the 3rd Street Station which is about a 6-minute walk to the building

Both the light rail and bus station offer free parking where you can hop on and ride into the office – For more information visit Fares & Passes - Charlotte Area Transit System (charlottenc.gov).

Below is the Light right rail stops throughout the city. The stops with P are the ones that offer free parking.

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**