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Financial Client Support Specialist

Description

Ref ID: 02480-0011081267

Classification: Branch/Retail Banking Clerk

Compensation: $15.00 to $16.00 hourly

We are currently seeking a Financial Client Support Associate 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 call 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 What you need to have: - 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: - 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 Please send your resume to [Click Here to Email Your Resumé] or call me at 320-240-0008.

Requirements

What you need to have: - 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: - Bachelors 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 For immediate consideration, send resumes to [Click Here to Email Your Resumé] or call 320.240.0008!

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888.490.3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-MN-St. Cloud
Employment Type Full-Time/Part-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance, Professional Services
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Company Overview

Accountemps

Accountemps, a Robert Half company, is the worldwide leader in temporary financial staffing, providing excellent opportunities in the areas of accounting, bookkeeping, credit and collections, data entry, finance, payroll, audit and tax. Our relationships with top companies ensure that our employees enjoy competitive pay, and dynamic and ongoing assignments with the best opportunities for temporary and temporary-to-full-time employment. Learn More

Contact Information

US-MN-St. Cloud
Recruiter
320-240-0008
320-240-6182
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Snapshot
Accountemps
Company:
US-MN-St. Cloud
Location:
Full-Time/Part-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance, Professional Services
Store Type:

Description

Ref ID: 02480-0011081267

Classification: Branch/Retail Banking Clerk

Compensation: $15.00 to $16.00 hourly

We are currently seeking a Financial Client Support Associate 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 call 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 What you need to have: - 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: - 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 Please send your resume to [Click Here to Email Your Resumé] or call me at 320-240-0008.

Requirements

What you need to have: - 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: - Bachelors 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 For immediate consideration, send resumes to [Click Here to Email Your Resumé] or call 320.240.0008!

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888.490.3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

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Financial Client Support Specialist Apply now