Genesis10 · 21 hours ago
Customer Service Representative II
Lake Mary, FL
Full-time
Hybrid
Entry Level
$25/hr - $25/hr
1+ years expGenesis10 is currently seeking a Customer Service Representative for a contract position located in Lake Mary, FL. The role involves providing quality customer service and support, executing requisites accurately, and maintaining compliance while addressing customer inquiries and issues.
Information ServicesInformation Technology
Responsibilities
Provide quality customer service and support to customers on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner
Execute all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific customer needs
Provide product knowledge and technical assistance as necessary
Respond to customer verbal and/or written inquiries and record details about inquiries
Investigate and correct errors in customer accounts and statements
Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure
Enter information into a computerized database
Communicate any problems or issues to management
Help resolve complicated customer complaints
Coordinate and expedite customer inquiries to other departments for resolution
Qualification
Required
1–3 years of experience in Finance or the Brokerage industry
Experience supporting Broker-Dealer clients or working in brokerage operations
Strong organizational and problem-solving skills
Ability to manage multiple client inquiries and escalations
Clear, professional communication skills
Only candidates available and ready to work directly as Genesis10 employees will be considered for this position
Preferred
Exposure to both Broker-Dealer and RIA environments
Ability to work autonomously and self-direct learning
Comfort operating across multiple processes and system
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, and Illinois)
Company
Genesis10
Information Technology and Services
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