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Customer Service Specialist
4 months ago
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:
- Participate in moderately complex support services in account management, operations, documentation, customer service and technical support.
- Identify opportunities for process improvement within the customer support functional area.
- Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.
- Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing understanding of internal and external customer needs.
- Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues.
- Serve as the first point of customer contact in providing support for routine technical questions and issues.
Required Qualifications:
- 2+ years of experience in Customer Service, Financial Services or Contact Center, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Series 7 License - Must be Active (or within a 2 year window so it may be reactivated quickly)
Desired Qualifications
- Brokerage operations experience
- Customer service experience
- Microsoft Products
- Strong verbal and written communication Skills
- Strong attention to detail and ability to analyze data.