DB Sourcing Client Service Specialist

job
  • Adecco US, Inc.
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Job Summary
Location
Santa Ana ,CA 92725
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
27 Nov 2024
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Job Description

Adecco is hiring immediately for Client Service Specialist jobs. Work as Client Service Specialist team member in a positive culture for our premier client, a global leader in mortgage services in Santa Ana, CA.

The right person for this job will enjoy working together in a team. Communication, attention to detail, and respect for everyone are key to your success. You will regularly work to meet timelines while adhering to company policies and compliance guidelines.

Job Duties:

Build and nurture business relationships with financial advisors in the designated sales territory.

Maintain a comprehensive understanding of diverse investment products and global market perspectives.

Provide active, passive, and alternative investment solutions to key clients.

Collaborate with other team members and departments to meet sales objectives across various product lines.

Present value proposition to strengthen and expand ongoing business relationships with targeted clients.

. Responsible for assisting with client issues proactively, efficiently and to the satisfaction of the client, within assigned portfolios

Requirements:

Strong computer skills

Strong Excel skills

High school diploma or GED

Experience in client services preferably banking systems and processes

Experience with cash management at a bank or financial firm

Experience or educational equivalent in finance/accounting, a degree is a plus

Perks:

Weekly pay $31.85 per hour

Competitive benefits

Referral bonuses and incentives

FREE upskilling opportunities through the Aspire Academy

Our Aspire Academy offers 20+ online courses designed to help Adecco candidates and associates gain skills to take your career to the next level at your own pace. The mobile-friendly website is 100% FREE to access and has a dedicated support center to help YOU succeed. See how we can help you learn the fundamental, leadership, and/or industry-specific skills you need to secure a better future:

Adecco is hiring immediately for this Client Service Specialist job in Santa Ana, CA. Apply now to get started!

**Pay Details:** $31.85 per hour

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

+ The California Fair Chance Act

+ Los Angeles City Fair Chance Ordinance

+ Los Angeles County Fair Chance Ordinance for Employers

+ San Francisco Fair Chance Ordinance

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