Sr. Customer Service Spec.

Sr. Customer Service Spec.

Location: Des Peres, Missouri (Partial Remote)

Role Overview

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 uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

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 [email protected] 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.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.