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Service Operations Specialist I

charlotte, North Carolina 28277

Post Date: 03/14/2018 Job ID: 5578 Industry: Other

Service Operations Specialist I

Our client is a leading digital financial services company and a top 25 U.S. financial holding company offering financial products for consumers, businesses, automotive dealers and corporate clients. Their legacy dates back to 1919, and the company was redesigned in 2009 with a distinctive brand, innovative approach and relentless focus on its customers. They have an award-winning online bank (member FDIC), one of the largest full-service auto finance operations in the country, a complementary auto-focused insurance business, a growing digital wealth management and online brokerage platform, and a trusted corporate finance business offering capital for equity sponsors and middle-market companies. 

  • Perform a variety of operations functions following pre-established procedures.
  • Ensure accurate record keeping in order to keep the firm compliant.
  • Remain current on internal work processes, procedures, and product knowledge.
  • Efficiently complete daily responsibilities ensuring clients information is updated and correct.
  • Field and respond to clients inquiries and issues via phone calls, emails, and faxes with minimal supervision and with the highest level of customer service and integrity.
  • Prioritize multiple functions based on client and firms needs.
  • Follow instructions and guidelines to perform responsibilities to industry standards.
  • Receive, sort, and file correspondence.

  • Good understanding of financial/brokerage/trading services industry or equivalent operations processing knowledge.
  • 2-3 years customer service experience.
  • 1-2 years in financial services industry experience preferred.
  • Ability to work well with others, multi-task and handle issues while working under time constraints.
  • Ability to work in high-pressure environment with strict SLA’ s and deadlines.
  • Results oriented with good organizational skills including attention to detail and accuracy.
  • Excellent oral and written communication and strong desire to provide an exceptional customer experience.
  • Demonstrated experience in handling client concerns and issues with tact and diplomacy.
  • Able to exercise independent thought and judgment and adapt to new tasks with little notice
  • Microsoft Office skills including (Word, Outlook, Excel).
  • A variety of internal trading systems are used so ability to learn quickly is important.
  • Knowledge of/or experience working in financial services and/or other regulated environments is a plus.
  • Degree desired but those with general financial services/industry or equivalent experience will be considered.
  • Ability to work with brokerage desktop applications such as quote terminals.
  • Must be able to work overtime if required on short notice.


Kim Eshnaur
Lead IT Recruiter and Strategy Manager

I pride myself on being more than just a recruiter, but a mentor who can partner with you throughout your career. Many recruiters don’t understand your unique skillset, but with my tech background I can speak your language and advise you through the challenging and changing world of tech. Let’s find you a job that doesn’t just work for right now, but helps build your career path.
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