Centralized Client Service Specialist III

Irving, TX 75062

Posted: 12/12/2018 Employment Type: Direct Hire Industry: ACCOUNTING 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.  


Shannon Burk

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