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Customer Service and Operations Specialist

Irving, TX 75038 | Temp

Post Date: 04/17/2018 Job ID: 88073 Specialties: Call Center/Customer Serv Pay Rate: $18.25/hour

CornerStone Staffing has partnered with a customer that is a leading financial services firm.

CornerStone Staffing is currently recruiting for the following position:

Job Title: Customer Service and Operations Specialist (2 openings)

Length of Assignment: Temp to possible hire

Location: Irving, Texas

Pay :$18.25/hr -19.25 (based on experience)

Schedule: Hours: Must be flexible for 8 hour shift between hours of 7am-7pm as well as flexible for OT during the week and possible Saturday's occasionally

Job Description:

The Advisor Experience & Security Ops Specialist will p erform 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

Major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 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.

Education and Experience Required

  • 2-5 years in a professional or customer service role required.

  • 2-5 years of experience with data entry and processing transactions.

  • Bachelor s degree 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.

Application Process Includes:

  • Drug testing

  • Background check

  • Fingerprinting

  • Clerical testing

To Apply for this Job:

Click the Apply Online button at the top of this page, then:

  • If you are currently registered with CornerStone Staffing, click the I have a username and password and want to log in button to add yourself as a candidate to this job.

  • If your are NOT currently registered with CornerStone Staffing, click the I need to register button to complete the application.

APPLY IN PERSON at 9am SHARP (Monday-Thursday) for Immediate Consideration!

CornerStone Staffing Las Colinas

5525 N. MacArthur Blvd, #155

Irving, TX 75038

Our office is located at 5525 N. MacArthur Blvd, Suite 155 inside MacArthur Plaza. MacArthur Plaza is a 9 story glass building located South of Highway 114 on the west side of the street at the intersection of Walnut Hill & N. MacArthur. The building is directly across the street from LA Fitness. There is free visitor parking on the North and South side of the building. Once in the parking lot, you can enter the building from either side, our suite is located directly behind the security desk, suite 155


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