Experienced Customer Service Representative Specialist – Investments and Financial Services Support

Welcome to blithequark At blithequark, our people are the driving force behind our success, and we're committed to delivering exceptional experiences for our customers. We believe in fostering an inclusive workplace culture where every employee feels valued, respected, and empowered to contribute to our growth. As a Customer Service Representative Specialist within blithequark's Investments organization, you'll play a vital role in providing top-notch support to our clients and advisors, helping to build brand loyalty and enhance overall relationships. Our Internal Services Group (ISG) is a multi-functioning support center that offers a unique opportunity to work with a sophisticated client base, navigate complex policies and procedures, and collaborate with our back-office departments to deliver seamless solutions. With opportunities to obtain FINRA licenses and grow your career in the investments line of business, this role is perfect for those looking to take their customer service skills to the next level. Job Overview This is a remote position, allowing you to work from the comfort of your own home, provided you have a quiet, confidential space that meets blithequark's requirements. Please note that this position may not be available in all geographic locations, so be sure to check our requirements before applying. Key Responsibilities Deliver specialized customer service activities and initiatives, supporting a complex suite of products and services, and leveraging advanced processes and tools to resolve customer inquiries and issues across multiple channels. Investigate and respond to customer inquiries regarding products, services, and issues via various channels, providing timely and effective solutions that meet our customers' needs. Resolve customer service inquiries and issues, recommending appropriate solutions and escalating complex or reoccurring issues to higher levels within the customer organization as needed. Maintain high levels of customer satisfaction, consistent with blithequark's core values, and demonstrate a commitment to quality in every interaction. Document customer interactions and complete service requests to minimize customer effort and ensure seamless follow-up. Essential Qualifications To succeed in this role, you'll need to demonstrate a strong customer focus, with a deep understanding of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions. You'll also need to be skilled at managing risk, assessing and effectively managing all risks associated with your business objectives and activities to ensure adherence to blithequark's Enterprise Risk Management Framework. Customer Focused: Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, with the ability to leverage that information in creating customized customer solutions. Managing Risk: Skilled at assessing and effectively managing all risks associated with your business objectives and activities to ensure adherence to blithequark's Enterprise Risk Management Framework. Preferred Skills and Competencies In addition to the essential qualifications, we're looking for candidates with a range of preferred skills and competencies, including: Accountability Continual Improvement Process Customer Interactions Customer Service Decision Making Relationship Building Results-Oriented Technical Support Accuracy and Attention to Detail Client Relationship Management Customer Experience Management Decision Making and Critical Thinking Effective Communications Fraud Detection and Prevention Managing Multiple Priorities Problem Solving Products and Services Tech Savvy Work Experience and Education Typically, roles at this level do not require a university or college degree, but do require related experience or product knowledge to accomplish primary duties. We're looking for candidates with at least 1+ years of related experience, although a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered. Career Growth and Development At blithequark, we're committed to helping our employees grow and develop in their careers. With opportunities for training, mentorship, and advancement, you'll have the chance to build your skills and expertise, and take your career to the next level. Whether you're looking to move into a leadership role, or simply want to expand your knowledge and capabilities, we'll support you every step of the way. Work Environment and Company Culture Our company culture is built on a foundation of inclusivity, respect, and empathy. We believe in fostering a workplace environment that's collaborative, dynamic, and supportive, where every employee feels valued and empowered to contribute. With a range of employee resource groups, diversity and inclusion initiatives, and community outreach programs, you'll have the opportunity to get involved, make a difference, and build meaningful relationships with your colleagues. Compensation, Perks, and Benefits We offer a comprehensive range of benefits to help meet your needs, including medical, dental, and vision coverage, employee and spouse/child life insurance, short and long-term disability protection, and a 401(k) with company match. You'll also have access to a range of perks, including paid time off, holidays, and occasional absence days, as well as opportunities for educational assistance, adoption and surrogacy reimbursement, and more. Our base salary range for this role is $28,000.00 – $64,350.00, although salaries may vary based on geographic location, market data, and individual skills, experience, and education. Application and Hiring Process If you're excited about the opportunity to join our team as a Customer Service Representative Specialist, please submit your application, including your resume and a cover letter outlining your experience, skills, and qualifications. We'll review your application carefully, and contact you if we'd like to schedule an interview. Please note that this position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Equal Employment Opportunity (EEO) blithequark provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how blithequark may use or disclose your personal information in our hiring practices. Conclusion If you're a motivated, customer-focused individual with a passion for delivering exceptional service, we'd love to hear from you. Apply now to join our team as a Customer Service Representative Specialist, and take the first step towards a rewarding and challenging career with blithequark.