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Client Services Representative

2 months ago

Charlotte, North Carolina, United States Dexian Full time

Job Summary:

Dexian is seeking a highly skilled Client Services Representative to join our team in Charlotte, NC. As a Complaints Specialist - Series 7 Trading, you will be responsible for providing support services in account management, operations, documentation, customer service, and technical support.

Key Responsibilities:

  • 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.

Requirements:

  • 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.
  • Brokerage or Financial experience is a must, candidates specifically need to have worked in a brokerage environment.
  • Candidates do not have to be licensed, but if they are familiar with the SIE, or other finra licenses it would be a plus.
  • Candidates with a finance degree is a plus.
  • Candidates looking to get into brokerage as a career is a plus.
  • Strong documentation experience. This will be a major part of this role. Documentation of cases, coding of finra regulations, and making sure process and procedures are followed to adhere to Wells Fargo policy.

Skills:

  • Series 7
  • Capital Markets experience.

Working Conditions:

  • 30 days of training onsite
  • Hybrid model of 5 days onsite/5 days work remote
  • M-F, 7:30am-4:00pm

Dexian is an Equal Opportunity Employer:

Dexian is committed to creating a diverse and inclusive work environment. We recruit and hire qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.