Dialog Direct
  • Operations
  • Fort Worth, TX, USA
  • Hourly
  • Full Time

Medical, Dental, Vision, 401K

The Financial Specialist will act as a liaison between clients, various investment companies and other outside business partners. The Specialist will be required to disseminate accurate information regarding State/Federal regulations, as well as current IRS guidelines and rules.

Key Responsibilities

  • Serve as a subject matter expert on investments
  • Handle all types of investment calls regardless of complexity
  • Make real-time decisions based on a thorough knowledge of products, services and processes
  • Assist clients and advisors with navigating products and services
  • Respond to client inquiries including account servicing and product knowledge support
  • Demonstrate energy, empathy, and problem solving skills while delivering outstanding service to clients
  • Actively navigate between multiple open computer programs at any given time, on dual monitors, while speaking with clients or other advocates
  • Engage in ongoing and advanced investment training and professional development activities
  • Collaborate with other professionals to resolve complex client inquiries, and develop knowledge products and services
  • Provide investment information and education to clients and respond to research requests
  • Maintain orderly records of all advisor/client inquiries generated during the normal course of business
  • Use active listening skills to better understand the client's needs and motivations
  • Alter communication style to meet client needs and respond appropriately
  • Use good judgment when responding, and respond to objectives successfully

Qualifications and Skills

  • Bachelor's degree in finance, economics, business administration, or related area, preferred,
  • At least 2 years work experience in financial services, banking, operations, client support, call center, hospitality, or retail, preferred
  • Series 6 required
  • Must be available to work mandatory overtime during peak call times and on special projects when required
  • Demonstrated passion for service and the financial markets with strong client-focus and the ability to provide a superior level of service
  • Possess a detailed knowledge of investment rules and have a demonstrated ability to convey this knowledge to clients
  • High attention to detail in order to adhere to policies, procedures, and guidelines
  • Ability to demonstrate work ethic with a high level of integrity and ethics
  • Collaborative and relational work style with proven success in a team environment
  • Excellent verbal and written communication with emphasis on clarity, grammar and overall effectiveness
  • Established intermediate to advanced technical skills, preferably in a dual monitor environment, with the ability to utilize multiple applications at one time
  • Ability to "flex" into other support queues
  • The ability to use basic math skills including addition, subtraction, multiplication and division, along with intermediate data entry/typing skills

About Dialog Direct
Dialog Direct is a marketing and customer engagement solution provider focused on helping brands connect and engage with their customers to generate leads, increase sales and provide superior customer engagement solutions that create remarkable experiences. With more than 3,500 team members across 11 locations, the company offers a full range of sales and marketing support services direct marketing, campaign management, customer service and sales, order fulfillment, eCommerce and data analytics to help its clients build lifelong customer relationships.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity.

All candidates will be required to complete and pass a background check. All candidates selected will also be processed through E-Verify. E-Verify is an Internet-based system that allows businesses to determine the eligibility of their employees to work in the United States.

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