Financial Services Representative

5 days ago


Irving, Texas, United States Collabera Full time
Job Overview

This is an exciting opportunity to join Collabera as a Customer Service and Operations Expert. We are seeking a highly skilled individual with excellent communication and problem-solving skills to support our clients in the Banking/Financial Services industry.

The successful candidate will be responsible for resolving escalated operational and service complaints from multiple sources, including branches and clients. They will work closely with contacts to develop and deliver verbal and written resolutions to clients, manage their work pipeline, and prioritize tasks to meet service level agreements and quality expectations.

This role requires strong verbal and written communication skills, as well as a Series 7 license, which must be active. The ideal candidate will have experience in customer-facing roles, particularly in the financial services industry.



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