Financial Customer Service Specialist

• Provide high-quality support via phone, chat, and email, with a strong focus on end-to-end resolution for customer issues
• Resolve customer contacts and queries with sound judgment, empathy, and minimal escalation, particularly for issues related to assets, investments, and financial products
• Meet performance targets across key metrics such as resolution rate, quality, and handling time
• Demonstrate advanced product and process knowledge, with a strong understanding of financial instruments and regulations
• Communicate clearly and professionally, adjusting your tone and style based on the customer's needs and context
• Maintain accurate records using standardized case-handling processes, ensuring data integrity and compliance
• Follow strict security and data privacy procedures across all channels
• Proactively contribute to knowledge sharing, team discussions, and continuous improvement initiatives
• Take ownership of your own learning and development, actively seeking feedback and coaching.

• FINRA Series 7 license is required
• A minimum of 2 year of customer-facing experience, preferably in financial services, banking, or a contact center environment
• Your verbal and written English skills are excellent
• Self-starter with the ability to work independently using knowledge resources
• Proactive, solution-oriented, and possess an ownership mindset
• You're flexible and adaptable, open to working days, evenings and weekend shifts as well as public holidays
• You're cool under pressure taking charge in challenging situations and keeping your composure if things get tense
• You're able to work in a fast-paced, ever-changing environment
• You're a team-player and understand that having a great working culture is everyone's responsibility.

Stock package