Customer Service Representative

US Tech Solutions

Customer Support Specialist

Seeking a customer-focused professional with an active license to provide exceptional support to brokerage and financial services clients while ensuring compliance with regulatory requirements.

Key Responsibilities:

Handle client inquiries related to brokerage, investment, and retirement accounts.
Process account maintenance requests, transactions, and service inquiries.
Resolve customer issues while delivering a high-quality client experience.
Maintain accurate documentation in CRM systems.
Ensure compliance with SEC, and company policies.
Meet established SLAs, KPIs, and quality standards.

Qualifications:

Active Client certification (e.g., Series 7, Client 63, or Series 66).
2+ years of customer service experience in financial services or brokerage.
Strong communication, problem-solving, and customer relationship skills.
Knowledge of financial products, regulatory compliance, and CRM systems.

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

AI Statement:

By applying, you acknowledge that AI-assisted tools may be used during hiring.

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Customer Service Representative in Dallas, TX vacancy

Customer Service Representative
$16 - $17 per hour
...you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s exceptional...
Suggested
Hourly pay
Full time
Start working today
Local area
U-Haul
Syracuse, NY
3 days ago
Call Center Technical Support Representative
$7.25 - $14 per hour
...Technical Support Representative MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations... ...across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing...
Suggested
Full time
Temporary work
Casual work
Work at office
Local area
Remote work
General Call Center | Full-Time
Dallas, TX
2 days ago
Call Center Technical Support Representative
...Technical Support Representative MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations... ...across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing...
Suggested
Full time
Temporary work
Casual work
Work at office
Local area
Remote work
MCI
Dallas, TX
2 days ago
Call Center Technical Support Representative
$1,000 per month
...communications and technology. As a member of our team, you’ll redefine customer service, creating meaningful connections with each customer. Every... ...REQUIRED: The essential functions listed below are representative of duties performed by this job title. Duties generally...
Suggested
Hourly pay
Full time
Work at office
Local area
Relocation
Relocation package
Weekend work
Afternoon shift
AT&T
Richardson, TX
2 days ago
Inbound Business Telesales Representative
$18 per hour
...seeking an Inbound Business Telesales Representative to connect with small and medium-sized... ...consultative approach will strengthen customer relationships and contribute to Spectrum... ...all, enjoy free and discounted Spectrum services like internet, TV, and mobile while building...
Suggested
Local area
Visa sponsorship
Monday to Friday
Night shift
SPECTRUM
Syracuse, NY
2 days ago
Call Center Sales Representative
...fastest-growing tech-enabled business services companies in the USA, with a strong call... ...across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing... ...team! We’re hiring Call Center Sales Representatives who are confident, driven, and ready to...
Full time
Contract work
Temporary work
Casual work
Work at office
Local area
Remote work
Valor Intelligent Processing
Addison, TX
2 days ago
Call Center Sales Representative
$22.33 per hour
...opportunity to be the voice of AT&T – a global leader in communications and technology. As a member of our team, you’ll redefine customer service, creating meaningful connections with each customer. Every interaction is an opportunity to introduce the latest technology,...
Hourly pay
Full time
Temporary work
Work at office
Local area
Relocation package
Monday to Friday
Weekend work
Afternoon shift
ATT
Richardson, TX
4 hours ago
Call Center Sales Representative
$40k - $60k
...big on people, and always driving forward. Come ride with us!Customer Service Agent I - ShopThe Customer Service Agent I - Shop I is... ...ProgramsPhysical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully...
Lithia Motors
Addison, TX
4 days ago
Call Center Sales Representative
$40k - $60k
...Customer Service Agent I - Shop Driveway.com is where car buying and selling meets conveniencewith no haggling, no pressure, and no leaving your couch. The definition of Auto Done Easy! We're the digital retail arm of Lithia & Driveway (LAD) and we're on a mission to...
Temporary work
LITHIA
Dallas, TX
3 days ago
Call Center Sales Representative
...fastest‑growing tech‑enabled business services companies in the USA, with a strong call... ...across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing... ...team! We’re hiring Call Center Sales Representatives who are confident, driven, and ready to...
Full time
Contract work
Temporary work
Casual work
Work at office
Local area
Remote work
Valor Intelligent Processing, LLC
Addison, TX
2 days ago
Part-Time Focus Group Panelists. Call Center Agent Welcome. No Experience
$750 per week
...insights. We help connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for administrative...
Part time
Casual work
Remote work
Flexible hours
AFG
Grand Prairie, TX
3 days ago
Call Center Agent
...TX MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations that extend across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything...
Full time
Temporary work
Part time
Casual work
Work at office
Local area
Remote work
Flexible hours
OneMCI
Farmers Branch, TX
21 hours ago
Call Center Agent
$15 - $17 per hour
...Call Center Agent (Remote) job at Recruiting Lion Solutions. Dallas, TX. This is a remote position. CALL CENTER AGENT CUSTOMER SERVICE (REMOTE OMNICHANNEL) Recruiting Lion Solutions is searching for talented Call Center Agents ready to deliver exceptional...
Bi-weekly pay
Hourly pay
Full time
Remote work
Work from home
Weekend work
Recruiting Lion Solutions
Dallas, TX
1 day ago
Call Center Agent
...Agents MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations that extend across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and...
Full time
Temporary work
Part time
Casual work
Work at office
Local area
Remote work
Flexible hours
MCI
Dallas, TX
2 days ago
Call Center Agent
...this role, you will serve as the primary point of contact for customers, providing accurate information, resolving inquiries, and ensuring... ...manner Provide clear and accurate information regarding services and inquiries Resolve customer concerns effectively and...
Alphabe Insight
Dallas, TX
21 hours ago
Call Center Agent
$13.1 - $17.25 per hour
...Valor Intelligent Processing in Dallas is hiring Call Center Representatives responsible for providing excellent customer service and support. This role includes tasks such as resolving calls and managing accounts for well-known brands using current technology. The ideal...
Hourly pay
Valor Intelligent Processing
Dallas, TX
1 day ago
Call Center Customer Service Representative - Sales (Hybrid)
$15 - $17.41 per hour
...communications and technology. As a member of our team, you'll redefine customer service, creating meaningful connections with each customer. Every... ...stay connected to what matters most. Our Customer Service Representatives earn between $15.00 - $17.41 and additional commission with...
Temporary work
Work at office
Local area
Remote work
Work from home
Flexible hours
Shift work
Night shift
AT&T
Richardson, TX
4 hours ago
Customer Service Representative
...Customer Service Representative We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further. As a Customer Service Representative, you...
Weekly pay
Temporary work
Local area
Flexible hours
Shift work
Circle K
Dallas, TX
3 days ago
Customer Service Representative
...Customer Service Account Manager Junior Symbiotic Services is seeking a Customer Service Account Manager Junior on behalf of a respected manufacturing organization in Dallas, TX. This role serves as a key point of contact for customers, retail partners, and internal teams...
Work at office
Symbiotic Corp.
Dallas, TX
4 days ago
Customer Service Representative
...attitude under pressure. Comfortable handling a high volume of customer interactions across multiple channels. Willingness to learn... ...Insight Global is seeking an entry level customer service representative for one of their top semiconductor clients. The position is...
Contract work
Work at office
Insight Global
Dallas, TX
3 days ago
Customer Service Representative
...dedicated to great food, flexible schedules, and creating a fun, supportive work environment. We're looking for a passionate Customer Service Representative who is ready to make a difference. This role requires someone with excellent judgment, strong math skills, and the...
Full time
Flexible hours
Shift work
Domino's Pizza LLC
Dallas, TX
4 days ago
Customer Service Representative
...Customer Service Representative We are seeking a dedicated and enthusiastic Customer Service Representative to join our team. This role is essential in providing our customers with superior customer service and ensuring their needs are met efficiently. The ideal candidate...
QDI Surfaces
Dallas, TX
21 hours ago
Goodwill Customer Service Representative
...Bring your energy to the role of Goodwill Customer Service Representative to perform responsibilities as a Customer Service Representative. Work with your team to maintain efficiency and high standards. Work with your team to maintain efficiency and high standards. Perks...
Flexible hours
TradeJobsWorkforce
Dallas, TX
1 day ago
Customer Service Representative
$20 per hour
...Customer Support Representative Are you energetic, compassionate, and able to take on multiple responsibilities at once? Then you are awesome... ...locations What are the duties of a Zerorez® Customer Service Representative? Communicate effectively with customers...
Hourly pay
Work at office
Flexible hours
Zerorez
Addison, TX
2 days ago
Customer Service Representative
$5,000 per month
...Customer Service Representative Under close supervision, the Customer Service Representative is responsible for accurately fulfilling customer orders and managing incoming customer calls. Job Duties Responds to basic customer inquires regarding products, provides quotes...
Contract work
Genuine Parts Company
Dallas, TX
3 days ago
Customer Service Representative
...Title: Customer Service Representative Job Description: Job Overview The Customer Service Representative will be responsible for the cleanliness and sanitation of all areas assigned. Roles & Responsibilities To perform this job successfully and safely, an individual must...
Hourly pay
Shift work
SBM Management Services, LP
Dallas, TX
1 day ago
Customer Service Representative
...events that drive audiences to action. The integrated full-service solutions leverage a 99-year legacy in event management... ...technologies to deliver moments that matter. Summary The Customer Service Representative is responsible for administrative support to the Freeman...
Full time
Work experience placement
Work at office
Local area
2 days per week
3 days per week
Freeman
Dallas, TX
2 days ago
Customer Service Representative
...created excellent career advancement opportunities that support a healthy work/life balance. Position Summary: The customer service representative is to promote favorable company relationships with patients, providers, and payers through prompt, accurate, and...
Work at office
National Partners In Healthcare
Richardson, TX
21 hours ago
Customer Service Representative
...Customer Service Position Available We are looking for someone with excellent communication skills to fill our newly open customer service... ...areas of the company We are looking for customer service representatives who ensure the delivery of excellent customer service while...
Gig.com
Dallas, TX
21 hours ago
Customer Service Representative
...Customer Service Representative Turbo Technicians, a Smart Care Equipment Solutions company, is a fast-growing nationwide service company specializing in speed oven, coffee and espresso technology. We are currently seeking a Customer Service Representative to support field...
Local area
Smart Care
Addison, TX
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Customer Service Representative. Be the first to apply!