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    Customer Service Specialist - Irving, United States - Calculated Hire

    Calculated Hire
    Calculated Hire Irving, United States

    2 days ago

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    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:

    • 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 clientsincluding 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.

    Required Qualifications:

    • 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).

    Desired Qualifications:

    • 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.
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