Client Services Representative jobs in United States
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Dexian · 1 day ago

Client Services Representative

positionCharlotte, NC
timeContract
remoteOnsite
seniorityEntry Level
money$30/hr - $30/hr
date2+ years exp

Dexian is one of the most prestigious fortune 50 Financial Institutions in the World. They are seeking a Client Services Representative to participate in account management, operations, customer service, and technical support, while identifying opportunities for process improvement and resolving customer issues.

ConsultingHuman ResourcesInformation TechnologyProfessional ServicesStaffing Agency

Responsibilities

Participate in moderately complex support services in account management, operations, documentation, customer service and technical support
Identify opportunities for process improvement within the customer support functional area
Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development
Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing understanding of internal and external customer needs
Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues
Serve as the first point of customer contact in providing support for routine technical questions and issues

Qualification

Series 7Capital Markets experienceBrokerage experienceTrade settlements backgroundFinance degreeSIE familiarityLearn quicklyCalypso system knowledgeDocumentation experience

Required

MUST HOLD SERIES 7
2+ years of experience in Customer Service, Financial Services or Contact Center, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Brokerage or Financial experience is a must, candidates specifically need to have worked in a brokerage environment
Strong documentation experience

Preferred

Familiarity with the SIE, or other finra licenses
Finance degree
Candidates looking to get into brokerage as a career
Capital Markets experience

Company

Dexian

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Glassdoor3.5
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Dexian provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.
dateFounded in 1994
location
Mclean, Virginia, USA
people-size1001-5000 employees
web-link
https://dexian.com

Funding

Current Stage
Late Stage

Leadership Team

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Mahfuz Ahmed
Chairman of the Board
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Vikram Motiani
Managing Director
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Recent News

PRWeb
Dexian Leaders Maruf Ahmed and Mahfuz Ahmed Named to SIA's 2026 Staffing 100 North America List
2026-01-22
PRWeb
Dexian's 2025 HumanKindex™ Finds Consensus on Importance of Kindness and a Widening Gap on Perceived Progress
2025-12-01
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Monument Consulting Announces 2025 Strategic Suppliers
2025-11-19
Company data provided by crunchbase