Genesis10 · 2 days ago
Customer Service Representative II
Lake Mary, FL
Full-time
Hybrid
New Grad, Entry LevelGenesis10 is seeking a Customer Service Representative for our financial services client in Lake Mary, FL. This role involves assisting Broker Dealer clients with day-to-day inquiries and escalations, including account opening and funds transfers.
Information ServicesInformation Technology
Responsibilities
Provides quality customer service and support to customers on a daily basis, including phone interaction, responding to verbal and/or written inquiries, problem resolution, and timely account transaction processing
Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific customer needs
Provides product knowledge and technical assistance as necessary
Investigates, corrects, and maintains customer accounts and statements in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks
Enters and records customer and inquiry information in a computerized database
Helps resolve complicated customer complaints and coordinates with other departments to expedite inquiry resolution
Communicates problems or issues to management as needed
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
Qualification
Required
Working background or education in financial services, ideally brokerage security or retail banking industry
Proven ability to analyze complex data
Strong organizational skills
Only candidates available and ready to work directly as Genesis10 employees will be considered for this position
Able to work as a W2 employee of Genesis10 (no corp to corp)
Preferred
Working knowledge of new account opening and account transfers in brokerage securities industry
Previous experience working with an independent firm
Benefits
Behavioral Health Platform
Medical, Dental, Vision
Health Savings Account
Voluntary Hospital Indemnity (Critical Illness & Accident)
Voluntary Term Life Insurance
401K
Sick Pay (for applicable states/municipalities)
Commuter Benefits (Dallas, NYC, SF)
Remote opportunities available
Company
Genesis10
Information Technology and Services
Founded in 1999
1001-5000 employees
H1B Sponsorship
Genesis10 has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (68)
2023 (20)
2022 (2)
2021 (13)
2020 (29)
Funding
Current Stage
Late StageLeadership Team
Harley Lippman
CEO and Founder
Company data provided by crunchbase