(Must-Have Series 7 Active within the past 2 years)
Responsibilities:
Participate in low to moderately complex initiatives within Customer Service.
Identify opportunities for process improvements and efficiency enhancements.
Review and analyze basic or tactical Customer Service assignments or challenges.
Conduct research, evaluation, and selection of alternatives related to low-to-medium risk deliverables.
Present recommendations for resolving low to moderately complex situations.
Exercise independent judgment while developing an understanding of function, policies, procedures, and compliance requirements.
Provide information and support to client personnel in Customer Service.
Required Qualifications:
Minimum of 2 years of experience in Customer Service, Financial Services, or Contact Center roles.
Demonstrated proficiency in analyzing and resolving customer service challenges.
Strong problem-solving skills with the ability to identify opportunities for process improvements.
Ability to exercise independent judgment and make recommendations based on research and evaluation.
Excellent communication skills with the capability to articulate recommendations effectively.
Knowledge of industry standards and compliance requirements.
Equivalent qualifications may be demonstrated through work experience, consulting, training, military service, or education.
Preferred Qualifications:
Previous experience in process improvement initiatives within Customer Service.
Familiarity with financial services industry practices and regulations.
Advanced analytical skills with the ability to interpret data and trends.
Experience working in a fast-paced and dynamic environment.
If you are a proactive and analytical individual with a passion for customer service excellence and process improvement, we encourage you to apply for this contingent resource assignment. Join our team and contribute to our commitment to delivering exceptional service to our clients.