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Aerotek Client Support Associate in El Segundo, California

Opening: Client Support Associate

Industry: Financial Services

Duration: Permanent Hire/Direct Hire

Location: El Segundo, CA

Remote until June 2021

Pay: $40,000 annual salary

Schedule: M-F ; 5:30am-7:30am start time window – 8hr shifts

Start Date: ASAP - 2 weeks’ notice okay

Details: Call center experience for the Financial Services industry.


What you will do:

• Develop one-on-one relationships with advisors, their staff, and end clients

• Work independently to assist callers with tailored support to meet their needs

• Serve as the callers primary point of contact and own the callers 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 (Client Relationship Management) tool to accurately record and track calls

• Participate in special projects and team accountabilities including training and support of internal and external contacts

Types of Calls:

80% Operational (Opening new accounts, account maintenance, etc)

20% Broker-dealer Assistance

Additional Skills & Qualifications:

What you need to have: (Minimum Education Required)

• High School Diploma

• 2+ years of experience working in client-service or call center

• Strong technical aptitude;

• 1+ years of demonstrated success navigating multiple computer systems in a professional setting

Really catch our eye with:

• Bachelor’s degree in Finance, Accounting or Business

• 1+ years of work experience in the financial services industry

• 2+ years of experience delivering excellent problem resolution, organizational and follow-up skills

• Previous exposure to client servicing and/or account management highly desirable

• Demonstrated experience communicating orally and in writing

Our top performers share the following traits:

• Personal integrity, responsiveness, professionalism and ambition; strong work ethic

• Demonstrated experience communicating orally and in writing

• Flexible and adaptable to change

• Positive role model to colleagues; team player mentality Passion for providing a world class customer service experience to clients

About Aerotek:

We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing® Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at Aerotek.com.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.