Job Title: Escalations Representatives
Pay Rate: $24.63/hour
Location: St. Louis, Charlotte, and Salt Lake City
Job Type: Full-Time, 6+ Month Contract with Conversion Potential
Company: Fortune 500 Banking Institution

Job Description:

Are you an experienced professional in the brokerage industry with attention to detail and the ability to handle complex tasks? Join our team at a Fortune 500 banking institution as an Escalations Representative in St. Louis, Charlotte, or Salt Lake City. In this role, you will support the Wealth Investment Management (WIM) department.

Key Responsibilities:
• Capture Client Information: Collect client information and understand their issues to categorize and prioritize complaints.
• Collaborate with Qualified Supervisors: Work closely with the Qualified Supervisors team to ensure effective complaint resolution.
• Problem Code Processing: Categorize issues according to FINRA coding standards for resolution.
• Daily Workload: Address 10 phases per day (5 complaints) with a focus on maintaining a 95% correction rate.
• Efficiency and Tracking: Spend 70% of your working day actively working on cases and maintaining accurate records.

What you bring to the position:

Required:
• Brokerage Experience: Previous brokerage industry experience – license not required.
• Attention to Detail: Strong attention to detail.
• Feedback Acceptance: Ability to accept and implement feedback.
• Complex Task Handling: Proficiency in managing complex tasks.
Preferred:
• Experience with Smartstation/Beta and Storevision platforms.
• Familiarity with FINRA regulations.

Training:
• Initial 6-8 week in-office training (8 am – 4:30 pm CST).
• Transition to a hybrid model after training.

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

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.