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Client Support Specialist
2 months ago
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.
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