Strategic Financial Solutions

Customer Service Specialist (Texas)

Job Locations US-TX-San Antonio
Customer Service/Support
Job ID


Do relationships matter to you?

Do you enjoy talking with and helping others?

Are you looking to collaborate, innovate and be part of team?

And is your perfect environment one that is fast paced and takes time to celebrate success?


If the answers to these questions were “Yes!” then you may have just found the company and culture you’ve been hoping for.


Strategic is hiring immediately! We are looking for Customer Service Specialists to join our family of highly motivated, fun-loving, challenge-seeking individuals who care for one another and our clients. As a Customer Service Specialist, you will listen and engage with our clients with an empathetic ear and shepherd them in their quest for financial freedom.


So, if you're an optimistic opportunist looking to jumpstart or develop your career in a fun, rapidly growing environment where you have an opportunity to learn and have career advancement, we want to hear from you.


This role can be based in either of our NY offices or where the chosen applicant resides


Our Customer Service Specialists play a key position in ensuring our clients' success. Some of the responsibilities of this position include:

  • Professionally handle incoming client requests via phone, ensuring that issues are resolved both promptly and thoroughly.
  • Handle all client inquires, requests and thoroughly educate them on the service
  • Provide quality support in the areas of handling questions, troubleshooting, and account assistance
  • Work with other departments as client advocates to ensure resolution
  • Look for innovative ways to better the product and improve the customer experience
  • Provide innovative feedback to management to continue to better the department and process. We want you to have a voice!


  • 2+ years call center experience
  • Ability to communicate clearly and professionally, both verbally and in writing
  • Pleasant, friendly attitude, with an ability to adapt to change
  • Strong listening skills, attention to detail, and decision making skills
  • Excellent time management skills
  • Customer-centric focus
  • Compensation: Up to $17.00 HR
  • Hours: Monday through Friday
    • 9am - 5:30pm EST / 8am -4:30pm CST) with a 30 minute lunch break OR
    • 9am - 6pm EST / 8am - 5pm CST with an hour lunch break

The Fun Stuff

  • Competitive pay
  • Real time recognition leveraging internal social media
  • Participation in Strategic Dreams program which makes several employee’s dreams come true each quarter
  • Heavy emphasis on training and development through introductory and ongoing training as well as industry/professional training programs

Check us out on Facebook!


A Little About Strategic:

Strategic Financial Solutions is an award-winning financial services firm dedicated to helping people live a financially healthy life through the products and services we offer.


We were recently named as one of the Best Companies to Work for in New York State for the 5th time. Additional honors include being named, two times, as one of the 50 fastest growing companies in New York City and to the prestigious Inc. 500 list as one of the 500 fastest growing companies in the United States. Strategic is 100% employee owned, has offices in Manhattan and Buffalo, to house our rapidly growing family of over 900 associates. In June 2021 we proudly celebrated our 14th anniversary.


Strategic is committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as a company. 


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