Financial Customer Support

$44,990 - $44,990/Yr

Strategic Staffing Solutions - Irving, TX

Full-time - Entry Level

Irving, TX

Administrative and Support Services

About the position

The Financial Product Customer Support Analyst role is focused on providing exceptional customer service and support for financial products. Analysts will handle customer inquiries, facilitate payment functions, and collaborate with various teams to enhance the client experience. This position requires strong communication skills, problem-solving abilities, and a commitment to maintaining high standards of service and compliance.

Responsibilities

• Take customer calls and provide accurate, satisfactory answers to their queries and concerns.
• Facilitate payment function, answer client queries on accounts, portfolios, and records.
• De-escalate situations involving dissatisfied customers, offering patient assistance and support.
• Guide callers through troubleshooting, navigating the company website, or using the products or services.
• Collaborate with other client services professionals and financial advisors to improve client experience.
• Willingness to cross-train in other operational functions beyond day-to-day assignment.
• Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
• Process team-specific tasks as requested by the business.
• Utilize proprietary and external systems to evaluate complex issues and make critical thinking decisions.
• Interface with teams and businesses to resolve ongoing issues and answer specific policy questions.
• Provide support and work on special projects as requested.

Requirements

• 1-3 years of prior work experience in a relevant field.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
• Highly organized with exceptional attention to detail and follow-through.
• Strong ability to manage multiple projects with competing deadlines.
• Proven analytical skills and problem-solving ability.
• Team player with a positive attitude and strong work ethic.
• Ability to work collaboratively with all levels of the organization.
• Flexible and able to work well under pressure in a team environment.
• Strong communication skills (written and verbal).
• Great active listening skills.
• Exceptional interpersonal and rapport-building skills.
• Ability to work in a fast-paced environment.
• Strong interest in client service/operations.
• Commercially savvy with the ability to exercise discretion with respect to highly confidential/sensitive information.