Customer Service Specialist - TX, AZ

Customer Service SpecialistClient: Financial ServicesLocation: Irving, TX or Tempe, AZ – Hybrid (3 days onsite Tue–Thurs; training first month onsite 5 days)Contract Length: 6 months (possible extension or conversion)Pay Rate: $23 - $25Top Requirements6+ months of customer service, financial services, or contact center experienceStrong communication and organizational skills with attention to detailAbility to manage pipeline activities (tracking, follow-ups, documentation)PlussesBilingual Spanish (preferred)Experience in sales support, lead triage, or referral managementExperience in financial services or banking environmentsStrong note-taking and CRM/documentation skillsAbility to manage multiple tasks in a fast-paced environmentJob SummaryIn this contingent resource assignment, you may: Participate in or provide support for low complexity initiatives within Customer Service. Review basic or tactical issues, policies, or procedures for which answers can be quickly obtained related to low-risk tasks and deliverables with narrower impact in Customer Service. Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of function, policies, procedures, and compliance requirements. Provide information to client personnel in Customer Service.Day-to-Day ResponsibilitiesHandle inbound and outbound customer interactions supporting pilot triage and sales processesContact customers to confirm business needs and qualify leadsRoute confirmed leads to appropriate sales consultantsTrack all contact attempts and maintain detailed pipeline documentationSchedule calls between customers and sales consultantsMaintain accurate and concise notes within referral systemsSupport referral intake and assignment workflowsAssist with follow-ups, callbacks, and customer communicationEnsure timely processing of customer requests and documentationParticipate in feedback sessions to improve pilot performance and processesMonitor workload and assist in balancing referral volumes and call queue responsibilitiesProvide excellent customer service while maintaining compliance with policies and proceduresEEO EmployerApex 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. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable 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.