- Utilizes securities related regulatory precepts and practices to review, analyze, and address escalated operational and service complaints from multiple sources, including Branches and clients.
- Under general supervision, coordinates with wealth investment management contacts to develop, negotiate, and deliver verbal and written resolution to clients—including regular direct phone communications and written ad hoc correspondence.
- Manage, organize, and prioritize work pipeline and deliver work output within service level agreements, production standards, and quality expectations.
- Demonstrate high ethical standards and commitment to a positive customer experience.
- Learn from peers/partners and share knowledge, tactics, and solutions that leverage best practices and support efficiency.
- Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks.
- Identify ways to improve Brokerage Client Support processes and offer Brokerage Client Support work group ideas.
- Perform moderately complex administrative and operational tasks within Brokerage Client Support functional area.
- Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues.
- Establish and maintain files to meet the firms regulatory requirements.
- Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships.
- Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions.
- Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers.
- 2+ years of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
- 1+ Year of securities experience.
- Series 7 License that is active and up to date (can't expire within 6 months).
- 5+ Years of experience in one or a combination of the following: customer contact/service in financial services, administrative support, underwriting, quality assurance, brokerage operations, client account supervision, risk and compliance.
- Motivated self starter
- Able to perform duties with minimal supervision
- High attention to detail
- Excellent time management
- Effective communicator
- Acts with integrity in alignment with the company's expectations.
-
Patient Services Specialist 1
8 hours ago
CornerStone Staffing Irving, United States TempCornerStone Staffing has partnered with a customer that is a Major Hospital in the IRVING area hiring Patient Access Specialist. If you have 2+ years of front office experience in a hospital along with stable work history then we want to talk to you · Job Title : Patient Serv ...
-
Retail Service Specialist
1 week ago
O'Reilly Auto Parts Irving, United StatesO'Reilly Automotive North Beltline Road [Store Supervisor / Team Member] As a Retail Service Specialist at O'Reilly Automotive, you'll: Provide professional services while delivering an excellent customer service experience; Support the Store Manager and Assistant Manager in the ...
-
Customer Service Specialist
6 days ago
Collabera Irving, United StatesHome · Search Jobs · Job Description · Customer Service Specialist · Contract to Hire: Irving, Texas, US · Salary: $32.00 Per Hour · Job Code: · End Date: · Days Left: 10 days, 3 hours left · Apply · Position Details: Position: Customer Service Specialist · Industry: Ban ...
-
Service Desk Specialist
2 weeks ago
Darling Ingredients Inc. Irving, United StatesJob Description · Job DescriptionJob Summary · The Service Desk Specialist is the first point of contact for all IT questions within the company. The Service Desk Specialist advises and supports employees with IT related issues as service requests, incidents, problems and change ...
-
Client Service Specialist
2 weeks ago
Crown Connect, Inc. Irving, United StatesJob Description · Job DescriptionIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Crown Connect, Inc. In ...
-
Customer Service Specialist
3 weeks ago
Vertisystem Irving, United StatesJob Responsibilities · Customer problem resolution via the telephone · Word processing, including general correspondence and data entry · Interface with customers regarding inquiries and complaints · Effectively research internet for documentation to assist with verification ...
-
Brokerage Customer Service Specialist
3 weeks ago
Motion Recruitment Partners LLC Irving, United StatesBrokerage Customer Service Specialist · Irving, TX · Hybrid · Contract · $32.31/hr - $36.41/hr · Outstanding long-term contract opportunity A well-known Financial Services Company is looking for a Customer Service Specialist in Irving, TX (Hybrid). · Work with the brightest minds ...
-
Patient Services Specialist
3 weeks ago
West Georgia Dermatology Carrollton, United States**Job description** · **Job Type** · Full time, with benefits · Experience in customer service and with medical systems preferred, but not required. · **Front Desk Specialist Responsibilities** · - Answer phones in a friendly, approachable, and helpful manner. · - Greet patients ...
-
Catering & Workplace Services Specialist
2 days ago
Vizient Irving, United StatesWhen you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional deve ...
-
Field Service Specialist
1 week ago
NATIONAL ENTERTAINMENT NETWORK LLC Grand Prairie, United StatesFull time · $18.00- $20.00/hr · #thefunjob · Come enjoy work with the premier coast-to-coast amusement vending/entertainment kiosk operator in the nation. National Entertainment Network has proudly defined front-end retail, restaurant and grocery family entertainment with over 50 ...
-
Field Service Specialist
4 days ago
NATIONAL ENTERTAINMENT NETWORK LLC Grand Prairie, United StatesFull time · $18.00- $20.00/hr · #thefunjob · Come enjoy work with the premier coast-to-coast amusement vending/entertainment kiosk operator in the nation. National Entertainment Network has proudly defined front-end retail, restaurant and grocery family entertainment with over 50 ...
-
client care servicing specialist
3 weeks ago
Truist Financial Corporation Arlington, TX, USA, United StatesResponsible for incoming calls for routine and low complexity inquiries regarding products, procedures, systems, or policies for new and existing clients. Committed to utilize all available tools and resources to curate a differentiated client experi Spanish, Specialist, English, ...
-
Client Service Specialist
2 weeks ago
Crown Connect Irving, United StatesIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Crown Connect, Inc. In this role, you'll have the chanc ...
-
Customer Service Specialist
3 weeks ago
Collabera Irving, United StatesPosition Details: · Position: Customer Service Specialist · Industry: Banking/Financial Services · Job duration: 06 months (Possible Extension) · Location: Irving, TX Onsite) · Shift: Mon-Fri (7AM - 6 PM) · Pay Rate: $32.34/hour · Roles and Responsibilities: · Participate in low ...
-
Customer Service Specialist
1 week ago
Collabera Irving, United StatesHome · Search Jobs · Job Description · Customer Service Specialist · Contract to Hire: Irving, Texas, US · Salary: $32.00 Per Hour · Job Code: · End Date: · Days Left: 14 days, 3 hours left · Apply · Position Details: Position: Customer Service Specialist · Industry: Ban ...
-
Customer Service Specialist
4 days ago
Collabera Irving, United StatesHome · Search Jobs · Job Description · Customer Service Specialist · Contract to Hire: Irving, Texas, US · Salary: $32.00 Per Hour · Job Code: · End Date: · Days Left: 8 days, 3 hours left · Apply · Position Details: Position: Customer Service Specialist · Industry: Bank ...
-
Customer Service Specialist
3 weeks ago
Collabera Irving, United StatesJob DescriptionJob Description · Note: · The position is Hybrid (Training is Onsite, then Hybrid - One week from Office, One week from Home). · Series 7 license required – MUST BE ACTIVE (or within a 2-year window so it may be re-activated quickly) · Position Details: · Position: ...
-
Customer Service Specialist
1 week ago
Collabera Irving, United StatesHome · Search Jobs · Job Description · Customer Service Specialist · Contract to Hire: Irving, Texas, US · Salary: $32.00 Per Hour · Job Code: · End Date: · Days Left: 12 days, 3 hours left · Apply · Position Details: Position: Customer Service Specialist · Industry: Ban ...
-
Customer Service Specialist
3 weeks ago
Calculated Hire Irving, United StatesCustomer Service Specialist II · Hybrid - Irving, TX · 6-month Contract (W2), Weekly Pay (40 hours/week) · Pay Rate: $32.75/hr. · Desired Start Date: 6/1/2024 · Calculated Hire is in search of a Customer Service Specialist II for our Fortune 100 Financial Services company. Y ...
-
Retail Service Specialist
3 weeks ago
Pleasant Holidays Irving, United States**Retail Service Specialist** · **Primary Location:** Irving , TX **Other Locations:** · **Job ID #:** JR · **Category:** Customer Service/Branch Offices **Share this job** · Share by Mail · Retail Service Specialist We are looking for someone who will thrive in a sales and ...
Customer Service Specialist - Irving, United States - Calculated Hire
Description
Customer Service Specialist II
Hybrid - Irving, TX
6-month Contract (W2), Weekly Pay (40 hours/week)
Pay Rate: $32.75/hr.
Desired Start Date: 6/1/2024
Calculated Hire is in search of a Customer Service Specialist II for our Fortune 100 Financial Services company. You will be responsible for the following components:
Job Description:
Required Qualifications:
Desired Qualifications: