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Customer Service Representative 

Division CUSO Financial Services, L.P.  
Position Customer Service Representative  
Location CFS and SPF - Houston, TX  
Full-Time/Part-Time Full-Time  

CUSO Financial Services, L.P. is looking for a full time Customer Service Representative to join our fun and successful organization. Our company culture fosters and encourages innovation and growth by promoting openness, flexibility, and an entrepreneurial spirit.

The Customer Service Representative (CSR) is primarily responsible for handling inbound telephone inquiries from Representatives, sales assistants and other financial institution staff, as well as, on-line and full service clients. The CSR will respond to various client service related topics including but not limited to, account maintenance, balance information, account activity, processing financial transactions and providing appropriate education of client facing technology. The CSR is also responsible for providing excellent customer service to clients by researching individual account related issues in a timely manner and following up as necessary.



  • Provide “first-call resolution” wherever possible, and own issue through fulfillment.
  • Provide excellent customer service to clients by researching individual account related issues in a timely manner and following up as necessary
  • Document all calls received in case management system with appropriate categorization to allow for appropriate reporting to be obtained by management.
  • Answer a wide variety of questions regarding brokerage account activity, direct account research, balances, holdings, documents, etc.
  • Assist with system navigation, trading, account information, reset passwords, etc.
  • Review and respond to incoming email including general services emails and emails sent directly to CSR.
  • Answer questions surrounding paperwork requirements for various account types and maintenance and transaction functions.
  • Create Morningstar Annuity Analyzer reports when requested.
  • Research and take ownership of operational inquires through to their resolution.
  • Process various operational requests.
  • Review, print or download various periodic and ad hoc reports (i.e., Pershing, dataVISION, etc.) as assigned by manager, or requested by caller.
  • Escalate issues unable to resolve to processor and/or supervisor when necessary.
  • Communicate internal and industry policies and procedures.
  • Assist manager and other team members with special requests and/or projects as needed.
  • Set and keep consistent office hours at the CFS/SPF home office
  • Supports Company Mission Statement and Corporate Values.
  • Other projects and duties may be assigned.
Position Requirements

Skill and Experience Requirements:

  • Associate's degree (A. A.) or equivalent from two-year college or technical school; or two years related financial services experience (preferably with a Broker/Dealer)
  • General knowledge regarding equities, options, mutual funds, fixed income products is a must. General knowledge of dividends, stock splits and stock mergers is helpful.
  • Excellent organizational skills and quick problem solving and prioritizing is essential.
  • Strong computer skills including: Microsoft Office (Excel, Word, Outlook).  Experience with Net X preferred.
  • Ability to speak effectively before groups of customers or employees of organization.
  • Ability to communicate, both written and orally, clearly with reps, customers and other staff. 
  • Ability to read and interpret documents such as operations manuals and procedures manuals and instructions. 
  • Ability to write routine reports and correspondence. 

For immediate consideration, please apply online at: 

About Us:

CUSO Financial Services offers a rewarding career path and potential for advancement as well as good benefits and a solid work/life balance for people of high integrity. Our collaborative culture offers community through shared goals and strong work ethics. Our staff is well-educated and concerned about the success of our programs. We have a much lower turnover rate than is typical in the financial industry.

In fact, we have been recognized as one of the Best Places to Work in San Diego and one of San Diego’s Healthiest Companies in 2014. As a result, we have many long-term employees who know our processes and efficiency goals, so you will get to work with knowledgeable experts and top talent who believe in leading the industry through a high tech/high touch approach.  To learn more about CFS, please visit



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