Customer Service Specialist

1 week ago


Dallas, United States FinTech Automation Full time

The Customer Services specialist is a position that provides support to our Fintech and Bank services clients. They will answer client questions, assist in resolving client issues, educate clients on site processes and functionality and they will support clients with use of the company/client site.


Duties and Responsibilities

  • Manage client inquiries regarding account transactions, including deposits, withdrawals, while ensuring compliance and customer satisfaction.
  • Provide in-depth product support and research client issues.
  • Troubleshoot problems with applications and recommend corrective action.
  • Document customer information and log cases for issues
  • Acknowledge and maintain ownership of assigned support tickets from inception to closure
  • Assist with platform testing to validate configuration changes and planned enhancements prior to rollout
  • Work directly with clients to teach new functionality or enhancements after rollouts.
  • Maintain awareness of client satisfaction and escalate when and where necessary.
  • Optimize operations by balancing quick response times with accurate, solution-focused outcomes.
  • Develop and update FAQs to distill product information and customer journey insights, facilitating self-service among users.
  • Work closely with product teams, offering refined customer feedback to inform future product improvements.
  • Work on ad-hoc special projects as designated by management team


Knowledge, Skills, and Abilities

  • Background and/or experience in financial industry client services
  • Strong communication and listening skills
  • Ability to work well with clients
  • Good time management and prioritization skills
  • Ability to work with management for escalation items
  • Ability to take direction and follow procedures
  • Accuracy and attention to detail
  • Ability to rapidly learn new procedures and technologies as needed. 
  • Skill to use a personal computer and various software packages.

Credentials and Experience

  • Bachelor’s degree in accounting, finance or equivalent
  • 2+ years of Customer/Client Services experience
  • 1+ years of working in financial services field




  • Dallas, United States Boomerang Full time

    We are hiring a Customer Service Specialist in Dallas, TX. The Customer Service Specialist is primarily tasked with the essential function of delivering exceptional customer service to our valued clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, interacting with customers and ensuring their needs are met with...


  • Dallas, United States Boomerang Full time

    We are hiring a Customer Service Specialist in Dallas, TX. The Customer Service Specialist is primarily tasked with the essential function of delivering exceptional customer service to our valued clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, interacting with customers and ensuring their needs are met with...


  • Dallas, United States Encompass Home Health Full time

    User Support: Answer incoming calls and provide timely, effective assistance with technical issues related to tablets, applications, computers, printers, phones, and other devices. Voicemail Management: Listen to and respond to voicemails from users, Customer Service Specialist, Customer Service, IT, Technical Support, Specialist, Retail, Healthcare


  • Dallas, United States Baylor Scott & White Health Full time

    The Customer Service Specialist CBS (Centralized Business Services) 1 performs as a business analyst, understanding and resolving customer billing issues. This position requires instilling confidence and trust by demonstrating excellence when communi Customer Service Specialist, Customer Service, Specialist, Business Analyst, Retail, Healthcare, Patient


  • Dallas, Texas, United States Air Pros Full time

    About Our CompanyPosition OverviewJOIN OUR TEAMAir Pros Dallas Call Center is seeking to fill the role of On-Site Customer Service Specialist. YOUR ROLEAs an On-Site customer service specialist, you will engage with clients who have inquiries or concerns regarding their accounts, service experiences, or product usage. You will adhere to established scripts...


  • Dallas, Texas, United States Signeekwave Architecture Studio Full time

    Customer Service Specialist PositionAbout Signeekwave Architecture Studio:At Signeekwave Architecture Studio, we are committed to redefining spaces through innovative architectural solutions. Our dedicated team of professionals strives to create environments that not only meet the needs of our clients but also enhance the communities we serve.Position...


  • Dallas, United States Affinity Group Full time

    Customer Service Specialist and Bid Coordinator Who we're looking for: We are seeking an enthusiastic, success-oriented Customer Service Specialist to join our corporate sales support team. The ideal candidate will report to the Team Lead of Client Services. The candidate must be based near our Farmers Branch, Texas office location and be able to work a...


  • Dallas, Texas, United States New Life Ministries Full time

    Position OverviewNew Life Ministries ("NLM"), a non-profit Christian organization, is seeking candidates for the role of Customer Service Specialist.Compensation: $19.42 per hour.Customer Service Specialists engage with callers seeking information about NLM's resources and various topics discussed on the New Life Live radio program and other faith-oriented...


  • Dallas, United States Encompass Health Full time

    **IT Customer Service Specialist** * Dallas, Texas * Information Technology * 76375 Encompass Health ** Share Job** ** Job Description** **Division:** Home Office **Encompass Healths home health & hospice services are now Enhabit Home Health & Hospice.** We remain committed to delivering a better way to care for our patients and their loved ones, helping...


  • Dallas, United States Dabellaexteriorsllc Full time

    **DaBella** **Customer Service Specialist - Bilingual** **Customer Service - Dallas, TX - Full Time** **DaBella** *is one of the fastest growing home improvement companies in the United States, with over 20+ locations we specialize in the full removal and replacement of home-improvement services such as roofing, siding, windows, and bath & showers.* Being a...


  • Dallas, United States FinTech Automation Full time

    The Customer Services specialist is a position that provides support to our Fintech and Bank services clients. They will answer client questions, assist in resolving client issues, educate clients on site processes and functionality and they will support clients with use of the company/client site.Duties and Responsibilities Manage client inquiries regarding...


  • Dallas, United States 6M Executives Inc. Full time

    Job DescriptionJob Description6M Executives is currently seeking a Clean Energy Customer Service Specialist with the motivation and drive to ensure that we align our customers with clean energy solutions that best meet their individual needs while making an impact on the environment. This position will be part of a state-wide initiative to help transition...


  • Dallas, United States Ferrellgas Full time

    Overview: Ranked among Forbes Best Employers in America 2017, Ferrellgas knows dedicated superior service starts with supported employees. Do you want to work in an environment where the word "Team" really means something? At a place where you and your contributions are truly valued, and you can learn and grow? Then Ferrellgas wants to hear from you! We are...


  • Dallas, United States Ferrellgas Full time

    Overview Ranked among Forbes Best Employers in America 2017, Ferrellgas knows dedicated superior service starts with supported employees. Do you want to work in an environment where the word "Team" really means something? At a place where you and your contributions are truly valued, and you can learn and grow? Then Ferrellgas wants to hear from you! ...


  • Dallas, Texas, United States Service King Full time

    Position Title: Customer Experience RepresentativeDepartment: OperationsReports To: General ManagerAbout Us:Service King has been a leader in the collision repair sector for over 45 years, serving customers across 24 states. We are dedicated to fostering a safe and rewarding work environment, with a mission centered on delivering exceptional repairs and...


  • Dallas, Texas, United States Service King Full time

    Position Title: Customer Experience RepresentativeDepartment: OperationsReports To: General ManagerAbout Us:Service King has been a leader in the collision repair sector for over 45 years, serving customers across 24 states. We are dedicated to fostering a safe and rewarding work environment, with a mission centered on delivering exceptional repairs and...


  • Dallas, Texas, United States Service King Full time

    Position OverviewThe role of the Customer Experience Associate is pivotal in our Customer Care Center. This position involves providing exceptional support to our clients, insurance partners, and vendors.About UsService King Collision Repair Centers is a leading provider in the collision repair industry, dedicated to delivering high-quality repairs backed by...


  • Dallas, United States Enhabit Home Health & Hospice Full time

    Overview: As an IT Customer Service Specialist, you will be the first point of contact for our users, assisting them with a wide range of technical issues. Your primary responsibilities will include answering incoming calls, listening to and responding to voicemails, and managing a daily ticket queue. You will support our users with issues related to...

  • Transfer Specialist

    14 hours ago


    Dallas, Texas, United States Service Corporation International Full time

    Job SummaryWe are seeking a skilled Transfer Specialist to join our team at Service Corporation International. As a Transfer Specialist, you will be responsible for the safe and respectful transportation of deceased individuals to funeral homes, crematories, and other designated facilities.Key ResponsibilitiesRemoval and Transportation: Safely drive...


  • Dallas, Texas, United States Service King Full time

    Position Title: Customer Experience RepresentativeDepartment: OperationsReports To: General ManagerAbout Us:Service King has been a leader in the collision repair sector for over 45 years, serving customers across 24 states. We are dedicated to fostering a safe and rewarding work environment, with a mission to provide exceptional repairs and unparalleled...