Complaints Resolution Customer Service Associate with a Series 7 license

TalentBridge; Dallas (TX); Hybrid; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Complaints Resolution Customer Service Associate with an active Series 7 license. This role involves resolving customer complaints, providing excellent service, and applying financial knowledge to assist clients. You will engage in thorough investigations, document interactions, and collaborate with teams to enhance customer satisfaction. If you have a passion for customer service and a strong background in financial services, this opportunity offers a dynamic work environment with a blend of onsite and remote training. Join a forward-thinking company that values your expertise and commitment to excellence.

Qualifications

• 2+ years of experience in Customer Service or Financial Services.
• Active Series 7 license required for this position.

Responsibilities

• Resolve customer complaints and provide satisfactory solutions.
• Deliver exceptional customer service and maintain professionalism.

Skills

Customer Service

Financial Services

Brokerage Operations

Communication Skills

Problem Solving

Education

Series 7 License

Tools

Microsoft Products

Job description

Complaints Resolution Customer Service Associate with a Series 7 license

Pay: $32.34 - $35.00 / hour

Location: Irving, Texas

Employment type: Contract

Job Description

Req#: 23-02894
Job Description


As a Complaints Resolution Customer Service Associate with a Series 7 license, your job typically involves the following responsibilities:

***Please read this before applying! ***

• MUST be local to Irving, TX
• MUST be authorized to work in the US
• MUST have at least 2+ years of experience in Customer Service, Financial Services, or Contact Center
• MUST hold your Series 7 - MUST BE ACTIVE - No exceptions! (OR within a 2-year window so it can be reactivated quickly!)
• Preferred skillset: Brokerage Operations experience, Customer Service experience within a call center setting, knowledge of Microsoft Products, and strong communication skills.

Schedule:

• 30 days of onsite training - 5 days on/5 days remote after training is complete
• Attendance is crucial!

1. Resolving Customer Complaints: You will handle customer complaints and concerns, listening to their issues, and working towards a satisfactory resolution. This may involve conducting thorough investigations, gathering relevant information, and providing appropriate solutions. Participate in moderately complex support services in account management, operations, documentation, customer service, and technical support. Identify opportunities for process improvement within the customer support functional area. Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development. Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing an understanding of internal and external customer needs. Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues. Serve as the first point of customer contact in providing support for routine technical questions and issues.
2. Providing Excellent Customer Service: You will be responsible for delivering exceptional customer service by addressing inquiries, providing accurate information, and ensuring customer satisfaction. This includes maintaining a professional and empathetic demeanor while assisting customers.
3. Applying Series 7 Knowledge: Your Series 7 license signifies your expertise in securities trading and regulations. In this role, you may use your knowledge to address customer inquiries related to investments, securities, and financial products. You may also provide guidance on investment options and regulations.
4. Documenting and Reporting: You will maintain detailed records of customer interactions, complaints, and resolutions. Accurate documentation is crucial for tracking trends, identifying areas for improvement, and ensuring compliance with relevant regulations.
5. Collaborating with Teams: Depending on the organizational structure, you may collaborate with other departments such as compliance, legal, or product development teams to address complex complaints, identify systemic issues, and implement necessary improvements.
6. Adhering to Policies and Regulations: It is important to adhere to industry-specific regulations, company policies, and guidelines while handling complaints. You may need to stay up-to-date with regulatory changes and ensure compliance throughout your interactions with customers.

About the Company

Talentbridge is a leading talent management company in the United States. Contact us for your staffing and recruiting needs.