Senior Financial Services Support Specialist - Remote

Dexian; St. Louis (MO); Hybrid; USD 96,432,000 - 104,698,000; Full time

Job summary

Dexian is seeking a Sr. Customer Service Specialist to support clients and financial advisors. The role starts with full onsite training in Des Peres, MO, 63131, US, with a remote work option after training.

The position emphasizes strong communication, accuracy, and the ability to handle multiple tasks in a fast-paced environment. Primary responsibilities include collaborating with advisors, maintaining client materials, and supporting marketing efforts.

Qualifications

• High school education required; college degree beneficial.
• Proficient typing skills.
• Prior customer service experience.
• Strong computer skills and MS Office knowledge.
• Exceptional writing and interpersonal skills.

Responsibilities

• Handle incoming calls and written correspondence with clients and advisors.
• Provide thorough solutions and alternatives promptly.
• Collaborate with Financial Advisors and branches to deliver service models.
• Support marketing efforts and client events as needed.
• Maintain organization, calendars, and travel arrangements.

Skills

Typing skills

Customer service

MS Office

Interpersonal skills

Written communication

Education

High School education

College degree beneficial

Tools

MS Office

Web-based programs

Service Center

Job description

Dexian is seeking a Sr. Customer Service Specialist to support clients and financial advisors. The role starts with full onsite training in Des Peres, MO, 63131, US, with a remote work option after training.

The position emphasizes strong communication, accuracy, and the ability to handle multiple tasks in a fast-paced environment. Primary responsibilities include collaborating with advisors, maintaining client materials, and supporting marketing efforts.