Sr. Customer Service Specialist

Requirements

• Serve as a primary service contact for Financial Advisors, branch offices, and internal associates.
• Respond to inbound calls and written inquiries related to firm policies, operational procedures, and service requests.
• Provide accurate, complete, and timely support while ensuring a positive service experience.
• Research issues and provide solutions, alternatives, and guidance aligned with company policies and procedures.
• Partner with internal teams to resolve complex service inquiries and improve operational efficiency.
• Maintain detailed records and documentation using internal systems and service center tools.
• Assist with administrative support activities such as coordinating meetings, preparing documentation, and supporting daily operational workflows.
• Participate in training sessions, team meetings, and ongoing professional development to remain current on firm policies and systems.
• Contribute to team initiatives and support service improvements that help branches and clients do business more efficiently.