Client Support Associate

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
  

Desired Skills and Experience
Call Center, Broker-Dealers, Financial Advisors, Wealth Management, Customer Support, Client Support, Client Support Associate, Client Services Associate, Services Associate

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services. Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs.
Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
We look forward to working with you.
Beacon Hill. Employing the Future™