To Apply for this Job Click Here
Client Support Associate - Financial Advisory / Wealth Management Firm
Duration: 6 month contract, likely long-term extension
Location: El Segundo, CA or San Diego, CA - 2 DAYS PER WEEK ONSITE REQUIRED
Rate: $19/hr - $23/hr
One of our Financial Advisory / Wealth Management clients in Los Angeles and San Diego is seeking a Client Support Associate. This is a unique opportunity to join the team to provide operational support, troubleshooting, and world-class customer service to their advisors.
What you will do:

• Develop one on one relationships with advisors, their staff, and end clients
• Work independently to assist callers with tailor support to meet their needs
• 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 computers 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
  What you need:
  • 2+ years of experience working in client services or call center operations
  • 1+ year of demonstrated success navigating multiple computer systems in a professional setting
  • Strong technical aptitude
  • High school diploma
    Nice to haves:
    • Bachelors degree in Finance, Accounting or Business
    • 1+ year of work experience in the financial industry
    • 2+ years of experience delivering excellent problem resolution, organization, and follow up skills
    • Previous exposure to client servicing and/or account management
    • Demonstrated experience communicating orally and in writing
      1396240-VEDDER_1729623699
      To Apply for this Job Click Here