RESPONSIBILITIES:
Kforce has a client that is seeking a Client Support Associate in El Segundo, CA.Key Tasks:- Client Support Associate will 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 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
- As a Client Support Associate, you will 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
REQUIREMENTS:
- High School diploma/GED
- 2+ years of experience working in client-service or call center
- 1+ years of demonstrated success navigating multiple computer systems in a professional setting
- Strong technical aptitude
- Bachelor's degree in Finance, Accounting or Business
- 2+ years of experience delivering excellent problem resolution, organizational and follow-up skills
- 1+ years of work experience in the financial services industry
- Previous exposure to client servicing and/or account management highly desirable
- Demonstrated experience communicating orally and in writing
- Personal integrity, responsiveness, professionalism, and ambition; Strong work ethic
- Flexible and adaptable to change
- Positive role model to colleagues; Team player mentality Passion for providing a world class customer service experience to clients
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking "Apply Today" you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
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