Financial Customer Support Specialist Details

Financial Customer Support Specialist

Performance Dynamics - Colorado Springs, CO

Employment Type : Full-Time

**Due to the Covid-19 Pandemic, training and work will be performed from home in a teleworking environment. Once approval has been given to return back to the workplace, this job will be performed at an office with limited teleworking.**

Performance Dynamics LLC is a Business Process Insourcing company that specializes in operations processing for financial and investment management firms at our client’s sites. We are currently seeking several employees to provide an excellent customer service experience in a call center environment and to process client directed transactions for individual investors in a timely and accurate manner while remaining within legal and FINRA guidelines.

PRINCIPAL RESPONSIBILITIES

You will be required to answer incoming telephone calls and handle client requests in a timely and accurate manner for individual investor account holders, while remaining within legal and FINRA guidelines to meet company standards for efficiency and effectiveness:

• Answers incoming phone calls from Retirement Savings Plan or individual investor account holders with excellent customer service using a consultative approach
• Answer questions regarding products offered, balance inquiries, account registration requirements and solutions to account holder issues, and general account maintenance
• Resolve/research client problems
• Independently review transaction requests thoroughly to verify request is in “Good Order”. Actions minimize any legal and/or financial risk to the organization and client.
• Interpret client requests when not provided with institutional paperwork.
• Enter all required information correctly – avoids typographical mistakes and omissions. Self-checks all work for accuracy before completing transaction to ensure all requests are processed completely and accurately the first time.
• Researches client/account history as necessary to complete production. Pulling together previously received documents to complete current requests when needed
• Coordinate with other departments to ensure transactions from different groups take place
• Demonstrates proficiency in critical thinking and communications skills
• Proactively manages risk to the firm and to the client by closely following department policies and procedures. Checks with Supervisor for additional guidance and obtains appropriate approvals for any policy variations.
• Other duties as assigned

QUALIFICATIONS

Required

• Demonstrates strong attention to detail and critical thinking
• Minimum of one year experience in a call center environment a plus
• Has proficient windows based computer skills including working with dual screens
• Strong data entry skills
• Customer Service Oriented
• Identifies and Resolves Problems
• Ability to show sustained calm and confidence in the face of difficult issues
• Ability to assess a situation and identify correct solutions
• Schedule is Monday through Friday, 8:00 am to 5:00 pm, but flexibility and ability to work overtime as dictated by the volumes of work received is required (could include weekend work schedule at peak times)
• Minimum Associates Degree or equivalent, Bachelors preferred
• You must be willing to submit to a criminal background check and drug test

Preferred

• Bachelor’s Degree in Business discipline preferred
• Business/Accounting/Finance students encouraged to apply
• One year of financial services industry experience a plus
• Experience working in a professional environment
• General understanding of the financial industry

Wage and Benefits

• Position pays $17.31 per hour ($36,000 annually)
• Over two weeks of paid time off plus holiday pay
• Comprehensive health, dental, vision, life, and short term disability coverage
• 401K
• Merit increases and performance incentives
• Business casual environment

We will be conducting interviews by appointment only. EOE

Job Type: Full-time

Pay: $17.30 - $17.31 per hour

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

COVID-19 considerations:
*Due to the Covid-19 Pandemic, training and work will be performed from home in a teleworking environment. Once approval has been given to return back to the workplace, this job will be performed at an office with limited teleworking.*

Education:

• Associate (Required)

Experience:

• Call center: 1 year (Preferred)
• Dual Screens/Multiple Programs: 1 year (Required)
• Investments/Financial Operations: 1 year (Preferred)

Work Location:

• One location

Work Remotely:

• Temporarily due to COVID-19