Client Support Specialist

2 months ago


Irving, United States Collabera Full time
Job DescriptionJob Description

Note:

  • The position is Hybrid (30 days of Onsite training - Post training, 1 week from Office, and 1 week from Home).

Position Details:

  • Position: Customer Service Specialist (Series 7 Licensed)

  • Industry: Banking/Financial Services

  • Job duration: 6 months (Possible Extension)

  • Location: Irving, TX 75038 (30 days of Onsite training - Post training, 1 week from Office, and 1 week from Home)

  • Training: 30 days of onsite training

Roles and Responsibilities:

  • 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 contacts to develop, negotiate, and deliver verbal and written resolutions 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 Skills:

  • Series 7 license required – MUST BE ACTIVE (If it's Inactive, it must be within a 2-year window so it may be re-activated quickly).

  • Strong Verbal/written communication skills.

Company DescriptionCollabera is a Global Digital Solutions Company providing Software Engineering Solutions for the world's most tech-forward organizations in the areas of Engineering, Cloud and Data/AI. With its roots serving the engineering needs of the world's most recognized businesses in Technology, Financial Services, Telecom and Healthcare, Collabera today operates across 60 locations in 11 countries, serves 30% of the Fortune 500, and has exceeded the industry growth rate by 3-4x for several years.Company DescriptionCollabera is a Global Digital Solutions Company providing Software Engineering Solutions for the world's most tech-forward organizations in the areas of Engineering, Cloud and Data/AI. With its roots serving the engineering needs of the world's most recognized businesses in Technology, Financial Services, Telecom and Healthcare, Collabera today operates across 60 locations in 11 countries, serves 30% of the Fortune 500, and has exceeded the industry growth rate by 3-4x for several years.

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