Case Advisor – Series 7

STRATEGIC STAFFING SOLUTIONS (S3) HAS AN OPENING!

Case Advisor - Series 7
Location: Minneapolis, MN
Hybrid schedule: 3 days onsite/2 days remote
W2 contract role
12+ Months with extension
Pay Rate: $35-42/HR

Role Summary

Serves as a team lead and day-to-day resource for Case Advisors. Provides guidance and support on complex casework, complaint research, client communication, written resolutions, procedures, and quality expectations. Also handles escalated client calls, helping address complex or sensitive concerns that require additional support or expertise. The role partners closely with Case Advisors to identify appropriate next steps, navigate challenging situations, and promote consistent execution across the team.                                                                                           
Required Skills

• Series 7 required – MUST BE ACTIVE (or within 2 year window so it may be re-activated quickly)
• Previous experience in financial services, brokerage, or investment-related operations
• Customer service experience
• Microsoft Products
• Strong Verbal/ written communication Skills
• Demonstrated ability to coach, mentor, and support others

Desired Skills

• Strong research, analytical, and critical-thinking skills
• Ability to manage multiple priorities while meeting timeliness and quality expectations
• Ability to work effectively in a regulated, process-driven environment
• Strong attention to detail and commitment to quality

*Beware of scams. S3 never asks for money during its onboarding process.