Customer service Professional - Hybrid role - Dallas, TX.

Vaco; Dallas (TX); On-site; USD 27,552 - 30,307; Full time

Job summary

A leading company in financial services is seeking a Customer Service Specialist to provide exceptional support to clients. In this full-time role, you will resolve inquiries, assist with account maintenance, and ensure a high-quality customer experience. Ideal candidates will have call center experience and strong communication skills.

Qualifications

• Minimum 1 year of call center experience.
• Proficiency with Microsoft Office.
• High school diploma or GED required.

Responsibilities

• Address and resolve complex or escalated client issues.
• Support clients with brokerage operations and general inquiries.
• Guide clients in using internal systems effectively.

Skills

Communication

Problem-solving

Interpersonal abilities

Education

High school diploma or GED

Tools

Microsoft Office

Job description

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This range is provided by Vaco by Highspring. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$20.00/hr - $22.00/hr

Direct message the job poster from Vaco by Highspring

In this role, you will provide high-quality support to clients in the financial services industry. The focus is on delivering an exceptional customer experience, resolving inquiries efficiently, and supporting clients across various areas such as account maintenance, transfers, and system navigation.

Key Responsibilities:

• Address and resolve complex or escalated client issues.
• Support clients with brokerage operations, advisory accounts, and general inquiries.
• Guide clients in using internal systems and platforms effectively.
• Accurately document interactions using CRM tools.
• Meet quality and productivity standards while working both independently and collaboratively.
• Contribute to team initiatives and special projects as needed.

Qualifications:

• Minimum 1 year of call center experience.
• Proficiency with Microsoft Office.
• High school diploma or GED required.

Preferred Skills:

• Strong communication, problem-solving, and interpersonal abilities.
• Detail-oriented with the ability to adapt in a fast-paced environment.
• Experience in financial services or banking is a plus.
• College degree or equivalent experience is a bonus.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance

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