Overview
Customer Service Representative Jobs in Dallas, TX at CAPIS
Title: Customer Service Representative
Company: CAPIS
Location: Dallas, TX
About the Role
We are seeking a Customer Service Representative to provide day-to-day client support and administrative coordination for an assigned client base and Account Executives. This role is ideal for someone who thrives on accuracy, organization, and delivering exceptional service while managing multiple priorities.
While consistency and attention to detail are essential, this position offers much more than maintaining established processes. We are looking for someone who naturally evaluates how work gets done, identifies opportunities to improve efficiency, and enjoys helping the organization evolve. As our business continues to grow and adapt, we value individuals who embrace change, contribute new ideas, and look for ways to simplify, streamline, and improve the client experience.
Pay Range
$55,000 – $65,000
Opportunity for discretionary bonus
Core Responsibilities
- Provide non-trading, non-back-office support to an assigned client base, including account reconciliation, problem resolution, service updates, additions, deletions, cancellations, and contract-related requests.
- Support assigned Account Executives with administrative tasks including maintaining client records, coordinating new client setup with Compliance and Trading, preparing presentation materials with Marketing, monitoring correspondence, completing expense reports, filing, and directing incoming calls.
- Process invoices related to research services accurately and on time, including contacting clients for approval, supplying payment-related information, and maintaining accurate forecasts for vendor services.
- Maintain consistent communication with Account Executives and internal departments regarding assigned accounts and ongoing service activity.
- Review existing workflows and processes to identify opportunities for greater efficiency, improved accuracy, and enhanced client service.
- Recommend practical process improvements, automation opportunities, and best practices that reduce manual effort while maintaining quality standards.
- Adapt quickly as processes, systems, and business needs evolve, helping support continuous improvement initiatives across the team.
- Complete additional projects and support tasks as assigned by designated sales staff or the Client Service Manager.
Required Skills & Abilities
- Exceptional written and verbal communication skills with a strong customer service focus.
- Outstanding attention to detail with the ability to consistently produce accurate, high-quality work.
- Strong organizational skills with the ability to manage multiple priorities while meeting deadlines.
- Ability to work effectively within established procedures while recognizing opportunities to improve them.
- Naturally curious and proactive, with the confidence to recommend thoughtful improvements rather than simply maintaining existing processes.
- Comfortable working in a dynamic environment where priorities, technology, and processes continue to evolve.
- Strong problem-solving skills with the ability to identify root causes and recommend practical solutions.
- Proficiency with Microsoft Windows, Word, Excel, and general office technology. Experience leveraging technology to improve efficiency is a plus.
What Success Looks Like
The successful candidate will:
- Deliver exceptional client service with a high degree of professionalism and accuracy.
- Become a trusted resource for Account Executives and internal teams.
- Take ownership of recurring responsibilities while continually looking for opportunities to improve workflows.
- Bring forward ideas that make processes more efficient, scalable, and effective.
- Balance meticulous attention to detail with a continuous improvement mindset.
- Embrace change and view it as an opportunity to strengthen both the team and the client experience.
Other Requirements
- High school diploma required; college degree preferred.
- Minimum of two years of office experience; related industry experience preferred.
- Professional office etiquette.
Why Join Us?
- We value individuals who take pride in doing excellent work while continuously looking for ways to make that work even better. If you enjoy improving processes, solving problems, embracing change, and contributing ideas that make a positive impact, you'll find opportunities to grow and make a difference here.
