Customer Service Specialist

Customer Service Specialist II

Hybrid - Irving, TX

6-month Contract (W2), Weekly Pay (40 hours/week)

Pay Rate: $32.75/hr.

Desired Start Date: 6/1/2024

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:

• 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 wealth investment management 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.
• Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks.
• Identify ways to improve Brokerage Client Support processes and offer Brokerage Client Support work group ideas.
• Perform moderately complex administrative and operational tasks within Brokerage Client Support functional area.
• Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues.
• Establish and maintain files to meet the firms regulatory requirements.
• Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships.
• Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions.
• Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers.

Required Qualifications:

• 2+ years of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
• 1+ Year of securities experience.
• Series 7 License that is active and up to date (can't expire within 6 months).

Desired Qualifications:

• 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.
• Motivated self starter
• Able to perform duties with minimal supervision
• High attention to detail
• Excellent time management
• Effective communicator
• Acts with integrity in alignment with the company's expectations.