82 Customer Service Specialist Jobs in Cary, NC
BetaNXT is Hiring a Customer Service Specialist Near Cary, NC
Mediant, a BetaNXT company, provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers. ?Mediant's innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.
Customer Service Specialist Overview:
The Customer Service Specialist will act as a point of contact for our broker clients' inquiries, regarding their broker suite of products offered by Mediant BetaNXT. Those could include any of the following:
* U.S. and Canada Proxy services
* Corporate actions communications and/or Reorg Manager (our election capture platform)
* Post-sale or first dollar prospectus delivery
* Regulatory communications for investment companies
* Global proxy services
The Customer Service Specialist will provide high-quality customer service experience by delivering accurate, efficient, and timely responses to all inquiries and/or requests for assistance pertaining to the products and services mentioned above. This is a hybrid position and we are looking for someone to come into our Cary, NC office 3 times a week.
Duties and Responsibilities of the Customer Service Specialist:
* Manage, respond, and track broker client requests. Additionally identifying and assessing broker client's needs to achieve satisfaction.
* Handle customer inquiries, provide appropriate solutions and alternatives within set time frames; follow up to ensure resolution.
* Build sustainable relationships and trust with broker clients through open and interactive communication.
* Provide accurate, valid, and complete information in a timely manner. This would be achieved by identifying using the appropriate methods, tools and resources.
* Escalate inquiries to the applicable team for assistance, when necessary.
* Manage reporting and internal database reporting systems.
* Work with product services operations and teams to ensure quality control standards are met.
Skills and Experience of the Customer Service Specialist:
* 2 years of experience in Business Operations/Financial Services or Customer Service role.
* Must be able to organize, prioritize and complete tasks within established time constraints.
* Able to work in a high-pressure environment and meet numerous deadlines.
* Knowledge of broker-dealer, bank or mutual fund operations is a plus.
* Proven customer support experience or experience as a customer service representative
* Knowledge in Microsoft Suite.
* Solid verbal and written communications skills.
* Excellent research skills and attention to detail.
* Ability to multitask, prioritize and manage time effectively.
Job Summary
Full Time
$51k-65k (estimate)
06/25/2024
07/10/2024
The following is the career advancement route for Customer Service Specialist positions, which can be used as a reference in future career path planning. As a Customer Service Specialist, it can be promoted into senior positions as a Customer Service Team Leader that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service Specialist. You can explore the career advancement for a Customer Service Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Customer Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Service Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Service Specialist job description and responsibilities
Customer service specialists also listen to customer feedback and ensure that these are logged properly so that proper departments will be able to receive them.
02/03/2022: New Britain, CT
Maintained excellent customer relations and developed customer rapport * Resolved customers complaints on as needed basis * Effectively developed telephone communication skills.
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Customer agents talk to customers on behalf of businesses and companies.
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They help customers with their queries and complaints.
02/04/2022: South Bend, IN
A certified customer service specialist has a customer service job that entails speaking with customers regarding their orders or possible complaints.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Service Specialist jobs
Certified Customer Service Specialist (CSS).
02/10/2022: Toledo, OH
Communicate as efficiently as possible.
01/12/2022: Gary, IN
Build lasting relationships with VIP users, develop open channels of communication and become a reliable advisor.
02/13/2022: Galveston, TX
Position requires thorough knowledge of product lines and the ability to exceed customer expectations.
02/17/2022: Pascagoula, MS
6-12 months of customer service experience and/or training; or equivalent combination of education and experience.
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Step 3: View the best colleges and universities for Customer Service Specialist.
