Customer Service Specialist

STONE Resource Group is partnering with a leading client in the financial services industry to identify a highly motivated and customer-focused Senior Customer Service Specialist to join their in-office support team in St. Louis. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys helping others solve problems related to branch operations and expenses.

Key Responsibilities:

• Serve as a first point of contact by answering high volumes of incoming calls related to branch expenses.
• Provide exceptional customer service by offering friendly support, timely responses, and effective solutions to branch associates.
• Partner with internal team members to resolve escalations and collaborate on problem-solving.
• Educate callers on expense policy updates and clarify profit and loss (P&L) related inquiries.
• Maintain detailed documentation of calls and adhere to call quality and efficiency expectations.
• Participate in monthly department meetings and ongoing training to stay current on policies and best practices.

What Makes This Opportunity Stand Out:

• Chance to educate and empower branch associates with knowledge of P&L and expense management.
• Be part of a high-impact, fast-paced team that plays a critical role in branch operations.
• Opportunity to resolve real-world financial service challenges and guide policy understanding.
• Gain exposure to financial systems and contact center tools.
• Work with a supportive team and leadership that values development and learning.

Required Qualifications:

• Prior experience in a financial services or customer support environment.
• Strong communication skills, including the ability to have difficult conversations professionally.
• Proven ability to explain complex or policy-driven information in a clear and concise manner.
• Comfortable using multiple technology platforms and internal systems to assist with inquiries.

Preferred Qualifications:

• Experience working in a contact center environment.
• Exposure to accounting or profit and loss (P&L) statements (non-CPA level).
• High learning agility and ability to adapt quickly to changing processes or systems.

Ready to represent a company that values both service and operational excellence?

Apply today and let STONE Resource Group help you take the next step in your career.