Customer Service Representative

Our Client, a Well-Known Financial Services Company is seeking a Client Specialist in their San Diego location.**You will quickly and thoughtfully handle complex and escalated issues from representatives and customers.Provide high quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc.You will provide support to our clients with the navigation while using various systems associated with the broker-dealer.Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.You will utilize the CRM (Client Relationship Management) tool to accurately record each call.Work independently within the team to assist callers without requiring outside help.You will participate in off-phone projects as required.Provide training support both internally and externally.Show an understanding of the financial services industry and our role in it.You will complete other duties as assigned.**2+ years of Banking or Financial Services experience3+ years of proficiency with Microsoft Office2+ years of customer focused experienceDemonstrated experience delivering excellent problem resolution, organizational and follow-up skillsPassion for providing a world class customer service experience to clientsCustomer service champion; willing to go the extra mile to meet our clients' needsFlexible and adaptable to changeCourteous and empathetic to client concernsSuperior listening skillsPositive role model to colleaguesHighly responsive to coaching and trainingIndependent; able to work and resolve complex issues with minimal guidanceAbility to learn quickly and multi-task effectively in a fast-paced environmentTeam player attitudeEnergetic and results-oriented

Created: 2025-05-12