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Customer Service Specialist
2 months ago
This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available The details are below.
Job Title: Customer Service Specialist Contract Length: 6+ Months
Hybrid Work
Irving, TX
Job ref# 236075
Job Description:
- 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 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.
- 5+ 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.
- Successfully completed FINRA Series 7 exam to qualify
- Must have at least 1 year of securities experience
- Motivated self-starter
- Able to perform duties with minimal supervision
- High attention to detail
- Excellent time management
- Effective communicator
- Acts with integrity
Job ID: JOB-236075
Publish Date: 17 Jun 2024
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