Outbound Customer Service Representative - Bank

Summary:

Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Our ideal candidate is excited to support the thriving businesses of Client’s Financial Professionals, acting as a key point of contact for their office.

Starting your career within Clients’s Service Call Center provides a strong foundation for long-term growth within the firm. In this role, you’ll build a deep base of knowledge by supporting advisors and their teams, learning core service processes, and developing expertise across Clients’s platforms, products, and policies. The Service Call Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you’ll have opportunities to expand your responsibilities and explore diverse career paths across clients, shaping a future that aligns with your ambitions and potential.

Education Requirements:

High School Diploma or equivalent (GED) required

Responsibilities

Customer Support & Phone Inquiries

• Answer inbound calls from financial professionals in a courteous, professional, and timely manner
• Respond to questions regarding accounts, products, services, and procedures
• Research and resolve issues efficiently, escalating complex matters as needed
• Document all interactions accurately in internal systems

Form Processing & Administrative Support

• Review, verify, and process service forms and requests submitted by financial professionals
• Follow established workflows and service-level agreements to meet turnaround time expectations
• Communicate with financial professionals regarding missing information or required corrections

Quality & Compliance

• Adhere to company policies, regulatory requirements, and data privacy standards
• Maintain accuracy and attention to detail in all customer interactions and transactions
• Participate in ongoing training to stay current on products, systems, and procedures

Collaboration & Continuous Improvement

• Work closely with internal teams to resolve inquiries and improve service delivery
• Identify trends or recurring issues and provide feedback to leadership
• Contribute to a positive team environment and customer-focused culture

Basic Requirements:

• Customer-focused mindset
• Attention to detail and accuracy
• Problem-solving and critical-thinking skills
• Time management and organizational skills
• Motivated individuals looking to grow a career in the Financial Services industry
• Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience
• Proficient with Windows Microsoft Excel, Word, Outlook and Internet
• Ability to verbally communicate effectively with the Advisors regarding service issues
• Ability to read & interpret company policies, operations manuals, & technical guides

Preferred Requirements:

• For new graudates: internship, co-op experience, prior work experience
• 1 years’ experience of brokerage experience
• Completion of the FINRA SIE exam
• FINRA Series 7
• Experience with Envestnet / Wealth Management Platform
• Bachelor’s degree in business, Finance or related field
• Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more. 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.