Summary:
Our client operates as one of the largest financial services entities in the United States, offering a wide range of financial products and services, including personal and commercial banking, investment management, and mortgage lending to name a few. Our client has a continued focus on innovation and sustainable growth.
Licenses Required: SIE, Series 7, Series 63
Overview:
The Client Services team plays a critical frontline role in handling escalated issues and concerns from internal stakeholders such as traders and relationship managers for high net-worth clientele. These issues typically arise when the internal teams are unable to resolve the matter independently and often involve direct client interaction. Therefore, strong customer service and problem-solving skills are essential.
Key Responsibilities:
- Act as the primary support contact for both internal partners and external clients.
- Manage and resolve moderately complex client service issues related to account management, documentation, funding, and technical operations.
- Respond to client inquiries via phone or digital channels, providing guidance, navigation, and problem resolution.
- Escalate unresolved issues to the appropriate internal departments.
- Maintain accurate documentation and follow through on service requests.
- Navigate multiple systems and tools to research and provide efficient support.
Required Qualifications:
- Licenses: SIE, Series 7, and Series 63 (required)
- Minimum 2+ years of experience in client services, financial services, or a call center environment (experience may include military or academic background).
- Strong problem-solving skills, particularly in a financial or service-oriented setting.
Desired Qualifications:
- Excellent verbal, written, and interpersonal communication skills.
- Proven ability to manage multiple tasks and priorities in a fast-paced environment.
- Demonstrated organizational skills with strong attention to detail.
- Proficiency in Microsoft Office.
- Ability to navigate and utilize multiple computer systems and research tools effectively.
- Customer-first mindset with the ability to identify and implement solutions based on client needs.
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.