Job Description

Our Client, a Well-Known Financial Services Company is seeking a Client Specialist in their Dallas, Texas location.

Responsibilities:

• You will quickly and thoughtfully handle complex and escalated issues from representatives and customers.
• Provide high quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc.
• You will provide support to our clients with the navigation while using various systems associated with the broker-dealer.
• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
• You will utilize the CRM (Client Relationship Management) tool to accurately record each call.
• Work independently within the team to assist callers without requiring outside help.
• You will participate in off-phone projects as required.
• Provide training support both internally and externally.
• Show an understanding of the financial services industry and our role in it.
• You will complete other duties as assigned.

Requirements:

• 2+ years of Banking or Financial Services experience
• 3+ years of proficiency with Microsoft Office
• 2+ years of customer focused experience
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Passion for providing a world class customer service experience to clients
• Customer service champion; willing to go the extra mile to meet our clients’ needs
• Flexible and adaptable to change
• Courteous and empathetic to client concerns
• Superior listening skills
• Positive role model to colleagues
• Highly responsive to coaching and training
• Independent; able to work and resolve complex issues with minimal guidance
• Ability to learn quickly and multi-task effectively in a fast-paced environment
• Team player attitude
• Energetic and results-oriented

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