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Client Service Rep

2 months ago

Irving, United States Mindlance Full time

Immediate Hire | Multiple Openings | Client Service Rep - Series 7 | Irving, TX (Hybrid) | Apply Now


Job Title: Client Service Rep - Series 7

Duration: 06 Months (Possible Extension/Conversion)

Location: Irving, TX (Hybrid)


Responsibilities:

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


Qualification:

  • Successfully completed FINRA Series 7 exam to qualify
  • 3+ 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.
  • Acts with integrity in alignment with client’s expectations
  • High attention to detail
  • Excellent time management
  • Effective communicator


“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”

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