Sr. Customer Service Spec.

Sr. Customer Service Spec.

The Sr. Service Support Specialist assists with business development by responding to telephone calls and written correspondence from clients, Financial Advisors, and internal associates. This role ensures service is accurate, complete, and timely. This position requires on-site training for the initial 4-5 weeks, after which it will be remote.

Key Responsibilities

• Work independently and demonstrate resourcefulness within a team environment.
• Utilize sound judgment, decision-making, and conflict resolution skills.
• Partner with Financial Advisors to develop a business plan and deliver on a client service model.
• Support the team's marketing strategy, including managing digital and social media platforms and planning client events.
• Engage in available training and education programs to stay current on policies, procedures, and new platforms.
• Perform administrative duties such as telephone coverage, travel arrangements, coordinating client meetings, and calendar maintenance.
• Proactively participate in firm initiatives as directed by local management.

Required Qualifications

Education: High school education is required.

Experience: Prior customer service experience is required.

Technical Skills: Strong computer skills and knowledge of Microsoft Office products are required. Proficient typing skills are also necessary.

Preferred Qualifications

• A college degree is beneficial.
• Prior experience in the Financial Services industry is preferred.

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. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth 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. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at View email address on click.appcast.io or View phone number on click.appcast.io. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.