Job Title: Client Service Specialist
Location: Charlotte, NC 28262
Hours: Monday – Friday Standard Shift
Pay Rate: $30 - $32/hr.
30 days of training onsite – then will move to a hybrid model of 5 days onsite/5 days work remote
M-F, 8:00am-4:30pm
Duration – 9–18-month contract, perm conversion for those that do well in the role
Job Responsibilities:
- Responsible for supporting internal and external customers by providing a more complex variety of support services in account management, operations, documentation, customer service and technical support.
- Duties include: working with existing clients and relationship managers to present product or service information, discuss operating problems and identify opportunities to cross-sell other services; assessing and analyzing account activity, reports, cash flow projections and financial statements for customers to identify irregularities and determine retention resolution; preparing monthly/quarterly financial and profitability reports and loan reports; promoting Bank services and seeking new business with present and prospective customers; consulting with senior management on high level financial planning; identifying external customer needs and evaluating profitability and risk; preparing marketing proposals; assisting with special projects relating to product conversions and new product development.
- Operational and service complaints are on a variety of subject matter….anything ranging from poor service received at a branch or in the contact center to back office functions and transacting on the account. Case advisors have to perform research on each to determine if the issue has already been resolved and communicated to the client, and if not, work with the back office/front office and or the client to obtain information and resolve. Most resolutions are done in writing to the client, but there may be times where it makes sense to deliver it verbally. Also, clients may call in for an update on their case or for questions after receiving the resolution letter. Given this is a client facing role, need to be adept at diffusing situations and able to translate the information in a way the client would understand (refraining from acronyms and adding additional color to the explanation to educate the client).
Requirements
- MUST HAVE active FINRA Series 7 License (or was active within last 18-month window so it can be re-activated quickly).
- 6+ months of retail brokerage experience (ideally).
- MUST have Microsoft Office experience – importing, exporting, and manipulating data
- 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
