Our financial services client is currently seeking a Client Support Associate temp for our El Segundo location. This is a unique opportunity to join our team to deliver world class customer service to our clients and maintain their loyalty to our industry-leading business platform.
What you will do:
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.
What you need to have:
2+ years of Banking or Financial Services experience
3+ years of proficiency with Microsoft Office
2+ years of customer focused experience
Really catch our eye with:
Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
Passion for providing a world class customer service experience to clients
Our top performers share the following traits:
Customer service champion; willing to go the extra mile to meet our clients' needs
Flexible and adaptable to change
Courteous and empathetic to client concerns
Superior listening skills
Positive role model to colleagues
Highly responsive to coaching and training
Independent; able to work and resolve complex issues with minimal guidance
Ability to learn quickly and multi-task effectively in a fast-paced environment
Team player attitude
Energetic and results-oriented
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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:
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 .
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future