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Client Services Representative job in Coppell at CornerStone Staffing

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Client Services Representative at CornerStone Staffing

Client Services Representative

CornerStone Staffing Coppell, TX Seasonal / Temp
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Picture yourself adding your creativity toward game-changing innovation. Our businesses operate at the intersection of tax preparation and financial planning, and our competitive advantage lies in their unique combination. With award-winning products and services through our clients brands. Our client is on the forefront of financial tech, turning taxes into opportunity for our consumers, small business customers and tax professionals. We have a culture of creating market disruption; a place where big ideas, and those who think them, can flourish. If you re interested in being part of a team that dreams large, talks straight, and helps millions of customers every year build their financial future, then we should talk!

Job Title: Client Services Representative

(Financial Services Call Center)

Location: Remote WFH during pandemic (Office located in Coppell, Texas)

Pay: 18- 25/hr. (based on experience)

Schedule: Hours: Must be flexible for 8 hour shift between hours of 7am-7pm (Monday to Friday), possible OT if needed

Job Description:

The Client Advisor Representative will perform a variety of tasks related to processing securities transactions on the Operations team and then evolve into a position responsible for providing Advisors with guidance and support by answering general information calls coming into the firm as the first point of contact related to the firm’s clearing platform conversion.

Duties and Responsibilities

  • Review incoming forms to ensure acceptability of documents.

  • Assist with data-entry such as establishing new accounts and performing account changes.

  • Research and resolve Advisor requests utilizing multiple technology platforms

  • Process transactions, communicate status and follow up accordingly with Advisors.

  • Provide professional, accurate, courteous, friendly, and timely telephone service to all customers in line with expected service level standards

  • Accurate and timely routing of requests that fall outside area of expertise.

  • Provide Advisors with requested documentation to support their sales and marketing strategies.

  • Assist Advisors with the generation of complete and correct paperwork for sales execution.

  • Work within a call center environment understanding its structure and adhere to schedule and punctuality requirements.

  • Effectively use open-ended probing questions to identify members’ needs and recommend products/services to fulfill those needs.

  • Analyze and comprehend complex functions and be able to disseminate that knowledge in a clear and understandable format to others.

  • Fosters a positive customer service orientation.

  • Other job duties as defined.

The ideal candidate will have the following profile:

  • 2 years Call center experience, background in the Financial Services industry (Banking, Insurance, brokerage firm) required

  • 2-5 years of experience with data entry.

  • Bachelor’s degree highly preferred

  • Strong attention to detail.

  • Effective telephone communication skills.

  • Demonstrate sound problem solving and decision-making skills.

  • Results oriented and proactive with ability to balance multiple high-priority initiatives/projects concurrently and complete multiple tasks simultaneously to complete assigned projects within prescribed deadlines.

  • Series 6 and 63 or Series 7 a MAJOR plus

Application Process includes:

Background check, fingerprinting, professional references verified and a phone interview

To Apply for this Job:

Click the Apply Online button, then:

  • If you are currently registered with CornerStone Staffing, click the Log In button to add yourself as a candidate to this job.

  • If you are NOT currently registered with CornerStone Staffing, click the Create Account button to complete the application.

After completing the online application, for immediate consideration, you will need to email [ Email address blocked ] - Click here to apply to Client Services Representative to schedule a phone interview with a recruiter and put "Client Services" in the subject line of your email.




Recommended Skills

Securities (Finance)
Customer Service
Complex Problem Solving

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