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    Financial Customer Service Representative - Irving, United States - Apex Systems

    Apex Systems
    Apex Systems Irving, United States

    3 weeks ago

    Apex Systems background
    Technology / Internet
    Description

    Position: Customer Service Specialist

    Location: Onsite in Irving TX

    Duration: 6 month contract

    Pay Rate: $32.00/hr

    Job Description:

    • Participate in low to moderately complex initiatives and identify opportunity for process improvements within Customer Service.
    • Review and analyze basic or tactical Customer Service assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables. Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements.
    • Provide information to client personnel in Customer Service.

    Duties

    • Utilizes securities related regulatory precepts and practices to review, analyze, and address escalated operational and service complaints from multiple WIM sources, including WFA Branches and clients.
    • Under general supervision, coordinates with WIM 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.

    Required Qualifications:

    • 2+ 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.
    • *Successfully completed FINRA Series 7 exam to qualify
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