Job Description

Escalations Representative II

Location: Hybrid (One Week Onsite / One Week Remote)

Offices: St. Louis, Missouri

Schedule: Monday – Friday, 7:30 AM – 4:00 PM CST

Contract: 6-Month | W2

Overview:

Calculated Hire is seeking an Escalations Representative II to join a Fortune 100 Financial Services client. This individual will play a critical role in supporting escalated client concerns, ensuring high-quality service delivery and adherence to internal processes. The ideal candidate brings a strong customer service background, professional communication skills, and the ability to navigate regulated financial environments.

Responsibilities:

Support escalated customer issues by performing routine transactional and support tasks within established procedures.
Identify and recommend opportunities for process improvement within daily workflows.
Interact with internal teams and client personnel to obtain and relay basic information.
Escalate unresolved questions or concerns to appropriate team members or supervisors.
Maintain attention to detail and professionalism in a high-volume, fast-paced environment.

Required Qualifications:

6+ months of experience in customer service, financial services, underwriting, or quality assurance support — or an equivalent combination of work experience, military background, training, or education.

Preferred Qualifications:

6+ months of brokerage experience
Working knowledge of FINRA regulations
Proficiency in Microsoft Office tools
Excellent communication skills with the ability to demonstrate empathy and professionalism

Job Tags

Contract work, Work experience placement, Remote job, Monday to Friday,

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Financial Services Representative Job at Calculated Hire, Saint Louis, MO

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