Client Industry: Banking

Position: Customer Service Representative

Contract Type: W2

Contract Duration: 6 months

Pay Rate: $30.00/hour

Location: Irving, TX - Hybrid, 3 days a week

Job Description:

In this contingent resource assignment, you may: Participate in low to moderately complex initiatives and identify opportunity for process improvements within Customer Service. Review and analyze basic or tactical Customer Service assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables. Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements. Provide information to client personnel in Customer Service.

Required Qualifications:

2 years of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.

Job Description and details:

Utilizes securities related regulatory precepts and practices to review, analyze, and address escalated operational and service complaints from multiple sources, including our Branches and clients. Under general supervision, coordinates with contacts to develop, negotiate, and deliver verbal and written resolution to clients—including regular direct phone communications and written ad hoc correspondence. Manage, organize, and prioritize work pipeline and deliver work output within service level agreements, production standards, and quality expectations. Demonstrate high ethical standards and commitment to a positive customer experience. Learn from peers/partners and share knowledge, tactics, and solutions that leverage best practices and support efficiency.

5 years of experience in one or a combination of the following: customer contact/service in financial services, administrative support, underwriting, quality assurance, brokerage operations, client account supervision, risk and compliance.

*Successfully completed FINRA Series 7 exam to qualify*

Highly Desired qualifications:

• Motivated self starter

• Able to perform duties with minimal supervision

• High attention to detail

• Excellent time management

• Effective communicator

• Acts with integrity in alignment with our expectations

Must have series 7 certification that is active and up to date (can't expire within 6 months)