Senior Customer Service Specialist

Responsibilities

• Assists with the development and growth of business through engaging and utilizing the full capabilities of the firm.
• 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.
• Delivers service 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.
• Works independently and demonstrates resourcefulness while working in a team environment.
• Displays sound judgment, decision-making, and conflict-resolution skills.
• Communicates effectively both verbally and in writing, and possesses strong interpersonal skills.
• Is highly organized, detail-oriented, and adaptable to change.
• Is highly dependable and punctual.
• Maintains strong service skills, demonstrating patience, empathy, and a sense of calm in a fast-paced environment.
• Has strong technical skills in MS Office, web-based programs, and Service Center.
• Is comfortable with talking on the phone and encouraging engaging dialogue.
• Partners with Financial Advisors in developing a business plan and delivering against a client service model.
• Supports the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
• Engages in available training and education programs, including firm strategic priorities, professional development, and staying current on policies, procedures, and new platforms.
• Attends scheduled targeted/monthly field service professional and/or training calls.
• Performs administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, preparation of travel & expense reports, and filing & calendar maintenance.
• Proactively participates in firm initiatives directed by local management.

Qualifications

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

Benefits

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.