Sr. Customer Service Spec

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

Job Title: Sr. Customer Service Spec.

Duration: 09/21/2026 to 04/30/2027

Location: Onsite for training, then. Des Peres, MO, 63131, US (Remote)

Pay Rate: $35 - $37.28 hourly on W2

Training will be fully onsite, estimated 4-5 weeks. Any flexibility in the schedule will be decided by the leadership after the training period is complete.

JOB SUMMARY

The Sr. Service Support Specialist assists with the development and growth of business through engaging and utilizing the full capabilities of the firm and provides thorough solutions and alternatives in response to incoming telephone calls and written correspondence from Clients, Financial Advisors, Branch Office Administrators, and/or internal associates. Service is delivered that is accurate, complete, and timely while partnering with the firm to make it easy for our branches and clients to do business with us.

Responsibilities

• This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
• Work independently and demonstrate resourcefulness while working in a team environment
• Sound judgment, decision making, and conflict resolution skills
• Strong verbal and written communication skills and strong interpersonal skills
• Highly organized, detail-oriented, and adaptable to change
• Highly dependable and punctual
• Ability to multitask
• Strong service skills demonstrating patience, empathy, and a sense of calm in a fast-paced environment
• Strong technical skills in MS Office, web-based programs, and Service Center
• Comfortable with talking on the phone and encouraging engaging dialogue
• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
• Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
• Proactively participate in firm initiatives directed by local management

Qualifications

• High school education required, college degree beneficial
• Proficient typing skills
• Prior customer service experience
• Prior Finance Service industry
• Strong computer skills and knowledge of MS Office products
• Exceptional writing, interpersonal and client service skills

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.