Experienced Customer Service Specialist (Broker Dealer) – Financial Services Industry Expert
At careerzynith, we're on a mission to revolutionize the way we deliver exceptional customer experiences in the financial services industry. As a Customer Service Specialist (Broker Dealer), you'll play a vital role in shaping the future of our company by providing top-notch support to our financial professionals and addressing service-related inquiries. If you're passionate about delivering world-class customer service, have a knack for problem-solving, and are eager to grow your career in a dynamic and supportive environment, we want to hear from you!
**About careerzynith**
careerzynith is a leading provider of innovative financial solutions, dedicated to empowering individuals and businesses to achieve their financial goals. Our team of experts is committed to delivering exceptional customer experiences, and we're always looking for talented individuals who share our passion for excellence. With a strong focus on employee development, careerzynith offers a comprehensive range of benefits, training programs, and opportunities for growth and advancement.
**Responsibilities**
As a Customer Service Specialist (Broker Dealer), you'll be responsible for:
* Handling day-to-day interactions with financial professionals, responding to service-related inquiries, and resolving issues related to financial products
* Fielding telephone calls and customer inquiries, addressing and resolving customer issues in a timely and professional manner
* Supporting service delivery for multiple products using various systems, including CRM software and other financial tools
* Communicating with account holders, providers, plan participants, and field partners to answer questions and process transactions
* Following departmental processes to process transactions and provide information and solutions to customers
* Maintaining a broad understanding of financial services products, industry terms, and product-related statements
**Requirements**
To be successful in this role, you'll need:
* An Associate degree or equivalent combination of education and experience
* Previous customer service experience, preferably in the financial services industry
* Intermediate or above level proficiency with computer skills, Microsoft Office products, and typing
* FINRA Series 6 or 7 registration desired, but not required
**Nice-to-Haves**
* Experience in financial services or related fields
* Strong knowledge of financial products, industry terms, and product-related statements
* Excellent communication and problem-solving skills
* Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
**Benefits**
At careerzynith, we're committed to providing our employees with a comprehensive range of benefits, including:
* 401(k) matching
* Adoption assistance
* Dental insurance
* Employee assistance program
* Health insurance
* Health savings account
* Paid parental leave
* Tuition Reimbursement and Assistance
* Incentive Program Bonuses
* Flexible Hybrid work
* Thrive Days - Personal time off
* Paid time off (PTO)
* Medical, Dental, Vision benefits
* Well-being programs with financial rewards
* Professional development programs
* Leadership development programs
* Employee resource groups
* StrengthsFinder Program
* Matching donations program
* Paid volunteer time - 8 hours per month
* Generous paid maternity leave and paternity leave
* Fertility, surrogacy, and adoption assistance
* Backup child, elder and pet care support
**Career Growth Opportunities**
At careerzynith, we're committed to helping our employees grow and develop their careers. We offer a range of training programs, mentorship opportunities, and career advancement paths to help you achieve your goals. Whether you're looking to move into a leadership role or transition into a new field, we'll support you every step of the way.
**Work Environment**
Our office is a dynamic and supportive environment that fosters collaboration, creativity, and innovation. We offer a hybrid work model that allows you to work from home or in the office, depending on your needs and preferences. Our team is passionate about delivering exceptional customer experiences, and we're always looking for talented individuals who share our vision.
**How to Apply**
If you're passionate about delivering world-class customer service and are eager to grow your career in a dynamic and supportive environment, we want to hear from you! Please submit your application, including your resume and a cover letter, to [insert contact information]. We can't wait to hear from you!
Apply Job!
Apply for this job
**About careerzynith**
careerzynith is a leading provider of innovative financial solutions, dedicated to empowering individuals and businesses to achieve their financial goals. Our team of experts is committed to delivering exceptional customer experiences, and we're always looking for talented individuals who share our passion for excellence. With a strong focus on employee development, careerzynith offers a comprehensive range of benefits, training programs, and opportunities for growth and advancement.
**Responsibilities**
As a Customer Service Specialist (Broker Dealer), you'll be responsible for:
* Handling day-to-day interactions with financial professionals, responding to service-related inquiries, and resolving issues related to financial products
* Fielding telephone calls and customer inquiries, addressing and resolving customer issues in a timely and professional manner
* Supporting service delivery for multiple products using various systems, including CRM software and other financial tools
* Communicating with account holders, providers, plan participants, and field partners to answer questions and process transactions
* Following departmental processes to process transactions and provide information and solutions to customers
* Maintaining a broad understanding of financial services products, industry terms, and product-related statements
**Requirements**
To be successful in this role, you'll need:
* An Associate degree or equivalent combination of education and experience
* Previous customer service experience, preferably in the financial services industry
* Intermediate or above level proficiency with computer skills, Microsoft Office products, and typing
* FINRA Series 6 or 7 registration desired, but not required
**Nice-to-Haves**
* Experience in financial services or related fields
* Strong knowledge of financial products, industry terms, and product-related statements
* Excellent communication and problem-solving skills
* Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
**Benefits**
At careerzynith, we're committed to providing our employees with a comprehensive range of benefits, including:
* 401(k) matching
* Adoption assistance
* Dental insurance
* Employee assistance program
* Health insurance
* Health savings account
* Paid parental leave
* Tuition Reimbursement and Assistance
* Incentive Program Bonuses
* Flexible Hybrid work
* Thrive Days - Personal time off
* Paid time off (PTO)
* Medical, Dental, Vision benefits
* Well-being programs with financial rewards
* Professional development programs
* Leadership development programs
* Employee resource groups
* StrengthsFinder Program
* Matching donations program
* Paid volunteer time - 8 hours per month
* Generous paid maternity leave and paternity leave
* Fertility, surrogacy, and adoption assistance
* Backup child, elder and pet care support
**Career Growth Opportunities**
At careerzynith, we're committed to helping our employees grow and develop their careers. We offer a range of training programs, mentorship opportunities, and career advancement paths to help you achieve your goals. Whether you're looking to move into a leadership role or transition into a new field, we'll support you every step of the way.
**Work Environment**
Our office is a dynamic and supportive environment that fosters collaboration, creativity, and innovation. We offer a hybrid work model that allows you to work from home or in the office, depending on your needs and preferences. Our team is passionate about delivering exceptional customer experiences, and we're always looking for talented individuals who share our vision.
**How to Apply**
If you're passionate about delivering world-class customer service and are eager to grow your career in a dynamic and supportive environment, we want to hear from you! Please submit your application, including your resume and a cover letter, to [insert contact information]. We can't wait to hear from you!
Apply Job!
Apply for this job