Sr. Customer Service Spec.

Sr. Service Support SpecialistThe Sr. Service Support Specialist assists with the development and growth of business through engaging and utilizing the full capabilities of the firm, and provides thorough solutions and alternatives in response to incoming telephone calls and written correspondence from Clients, Financial Advisors, Branch Office Administrators, and/or internal associates. Service is delivered that is accurate, complete, and timely while partnering with the firm to make it easy for our branches and clients to do business with us.Responsibilities:This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.Work independently and demonstrate resourcefulness while working in a team environmentSound judgment, decision making and conflict resolution skillsStrong verbal and written communication skills and strong interpersonal skillsHighly organized, detail-oriented, and adaptable to changeHighly dependable and punctualAbility to multitaskStrong service skills demonstrating patience, empathy, and a sense of calm in a fast-paced environmentStrong technical skills in Microsoft Office, web-based programs, and Service CenterComfortable with talking on the phone and encouraging engaging dialoguePartner with Financial Advisor(s) in developing a business plan and delivering against a client service modelSupport the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminarsActively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training callsPerform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenanceProactively participate in firm initiatives directed by local managementQualifications:High school education required, college degree beneficialProficient typing skillsPrior customer service experiencePrior Finance Service industryStrong computer skills and knowledge of Microsoft Office productsExceptional writing, interpersonal and client service skillsApex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department.Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards.