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Customer Service Specialist

4 months ago

St Louis, United States Calculated Hire Full time

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.

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