Analyze industry problems that may include – Stock Trading, Dividends, Mutual Funds, Corporate Actions, Security Data, Securities Pricing and Physical Stock Certificates.
Apply various technologies to assist our customers with a range of needs – basic and sophisticated
Engage with customers and business partners through multiple channels – phone, email, and instant messaging
Envision and execute bold ideas to attract and retain the next generation of customers
Improve every day to prepare for future and advanced career opportunities, including – Team Lead, Analyst and Leadership

Customer Service or Problem-Solving experience preferred
College Degree or equivalent work experience preferred
A desire for continuous growth and learning about the financial services industry required
Possesses a drive to solve sophisticated problems and deliver an outstanding customer experience every day
Self-starter and comfortable working independently when needed
Excellent written and verbal communications skills
Proven technical knowledge and strong problem-solving skills
Ability to contribute ideas as well as influence and execute them in a team environment
Ability to lean into change while multi-tasking in a remote and multifaceted financial services center
Growth Mindset and an appetite for endless learning
FINRA Licenses are preferred but not required.

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Client Service Specialist

Key skills