125 E John Carpenter Fwy #1200
Job Number: 17971
Financial Additions has partnered with a Financial Services company in search of a Client Service Specialist in the Dallas, TX area. This company offers candidates an opportunity for career growth for those with an ambitious attitude.
Duties and Responsibilities:
- Quality checking and submitting paperwork for processing.
- Quality checking all cases to ensure completion prior to closing out cases.
- Use compliance knowledge for pulling reporting and reviewing client paperwork for completion.
- Act as escalation point for the team by reaching our to the custodian to resolve any issues.
- Submit Trade Error reports.
- Partner with management to develop process improvements.
- Assist with new associate training.
- Bachelor' s Degree or equivalent experience.
- 2 years of Financial Services industry experience required
- Excellent communications skills
- Proficient in MS Office Suite & Salesforce required.