Investments Customer Operations Associate II jobs in United States
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Frost ยท 2 months ago

Investments Customer Operations Associate II

positionSan Antonio, TX - Downtown
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Frost Investment Services is a well-established banking institution with a legacy of providing exceptional services. The Investments Customer Operations Associate II will be responsible for addressing customer inquiries, troubleshooting issues, and ensuring a positive customer experience while also mentoring junior staff and collaborating with teams to enhance service quality.

Banking
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Comp. & Benefits

Responsibilities

Respond to customer inquiries via phone, email, and chat in a timely and professional manner
Troubleshoot and resolve complex customer issues, escalating as necessary to higher-level team members or managers
Maintain accurate and up-to-date records of customer interactions and transactions
Provide support and guidance to customers on the use of our products and services
Identify and report any trends or patterns in customer complaints or issues to management
Continuously strive to improve customer satisfaction and retention
Mentor and train junior customer service representatives
Collaborate with cross-functional teams to improve customer experience and internal processes
Develop and implement customer service best practices and procedures
Always take action using Integrity, Caring and Excellence to achieve all-win outcomes

Qualification

Customer service experienceSeries 7 LicenseSeries 63 LicenseMicrosoft applications proficiencyCommunication skills

Required

High school diploma or equivalent
2+ years of experience in customer service or support role
Excellent written and verbal communication skills
Proficiency in Microsoft computer applications
Series 7 and 63 Licenses

Benefits

Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!

Company

Frost

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Frost provides banking, investments, and insurance services to businesses and individuals throughout Texas.
dateFounded in 1868
location
San Antonio, Texas, USA
people-size5001-10000 employees
web-link
https://www.frostbank.com/

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Phillip Green
Chairman and Chief Executive Officer
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Recent News

Business Wire
Frost Bank Implements Derivative Path to Power OTC Derivatives Business
2025-11-25
The Real Deal
Frost Bank expands Texas branches amid mortgage refi surge
2025-11-03
PR Newswire
CULLEN/FROST REPORTS THIRD QUARTER RESULTS
2025-10-31
Company data provided by crunchbase