Client Support Associate
$41,600 - $52,000/Yr
Beacon Hill Staffing Group - El Segundo, CA
posted 25 days ago
Full-time - Entry Level
El Segundo, CA
Administrative and Support Services
About the position
The Client Support Associate role is designed to provide exceptional customer service to financial advisors and their clients within a call center environment. This position focuses on building relationships, resolving issues, and ensuring client satisfaction while supporting the operations of an industry-leading financial services platform.
Responsibilities
- Assist callers with tailored support to meet their needs.
- Develop one-on-one relationships with advisors, their staff, and end clients.
- Serve as the caller's primary point of contact and own the caller's issue from start to finish.
- Quickly and thoughtfully handle complex and escalated issues from representatives and customers.
- Provide support on various computer systems associated with the broker/dealer.
- Maintain minimum call requirements and quality review scores while adhering to assigned work schedule.
- Utilize CRM tool to accurately record and track calls.
- Participate in special projects and team accountabilities including training and support of internal and external contacts.
Requirements
- High school diploma.
- 2+ years of experience working in client services or call center.
- 1+ year of demonstrated success navigating multiple computer systems in a professional setting.
- Strong technical aptitude.
Benefits
- Competitive hourly rate of $20 - $25.
- Opportunity for long-term employment after initial contract period.
