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.