Customer Service Specialist - TX, AZ

Customer Service Specialist

Client: Financial Services

Location: Irving, TX or Tempe, AZ Hybrid (3 days onsite TueThurs; training first month onsite 5 days)

Contract Length: 6 months (possible extension or conversion)

Pay Rate: $23 - $25

Top Requirements

1. 6+ months of customer service, financial services, or contact center experience
2. Strong communication and organizational skills with attention to detail
3. Ability to manage pipeline activities (tracking, follow-ups, documentation)

Plusses

1. Bilingual Spanish (preferred)
2. Experience in sales support, lead triage, or referral management
3. Experience in financial services or banking environments
4. Strong note-taking and CRM/documentation skills
5. Ability to manage multiple tasks in a fast-paced environment

Job Summary

In this contingent resource assignment, you may: Participate in or provide support for low complexity initiatives within Customer Service. Review basic or tactical issues, policies, or procedures for which answers can be quickly obtained related to low-risk tasks and deliverables with narrower impact in Customer Service. Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of function, policies, procedures, and compliance requirements. Provide information to client personnel in Customer Service.

Day-to-Day Responsibilities

• Handle inbound and outbound customer interactions supporting pilot triage and sales processes
• Contact customers to confirm business needs and qualify leads
• Route confirmed leads to appropriate sales consultants
• Track all contact attempts and maintain detailed pipeline documentation
• Schedule calls between customers and sales consultants
• Maintain accurate and concise notes within referral systems
• Support referral intake and assignment workflows
• Assist with follow-ups, callbacks, and customer communication
• Ensure timely processing of customer requests and documentation
• Participate in feedback sessions to improve pilot performance and processes
• Monitor workload and assist in balancing referral volumes and call queue responsibilities
• Provide excellent customer service while maintaining compliance with policies and procedures

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package.