To Apply for this Job Click Here
Our financial services client is currently seeking a Client Support Associate temp for our El Segundo location. This is a unique opportunity to join our team to deliver world class customer service to our clients and maintain their loyalty to our industry-leading business platform.
What you will do:
* You will quickly and thoughtfully handle complex and escalated issues from representatives and customers.
* Provide high quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc.
* You will provide support to our clients with the navigation while using various systems associated with the broker-dealer.
* Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
* You will utilize the CRM (Client Relationship Management) tool to accurately record each call.
* Work independently within the team to assist callers without requiring outside help.
* You will participate in off-phone projects as required.
* Provide training support both internally and externally.
* Show an understanding of the financial services industry and our role in it.
* You will complete other duties as assigned.
What you need to have:
* 2+ years of Banking or Financial Services experience
* 3+ years of proficiency with Microsoft Office
* 2+ years of customer focused experience
Really catch our eye with:
* Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
* Passion for providing a world class customer service experience to clients
Our top performers share the following traits:
* Customer service champion; willing to go the extra mile to meet our clients’ needs
* Flexible and adaptable to change
* Courteous and empathetic to client concerns
* Superior listening skills
* Positive role model to colleagues
* Highly responsive to coaching and training
* Independent; able to work and resolve complex issues with minimal guidance
* Ability to learn quickly and multi-task effectively in a fast-paced environment
* Team player attitude
* Energetic and results-oriented
LAXTT-1414930-ESO_1744901805