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Client Support Associate

El Segundo, CA 90245

Posted: 01/15/2024 Employment Type: Contract Category: DAHL Grads & Early Talent Job Number: 26212

Job Description

Join this team for the unique opportunity to deliver world-class customer service to our colleagues and clients! Dahl Consulting is currently partnering with a leading financial services company. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring a Client Support Associate for a contract role! Interested? Get more details below!
  • Worksite Location: remote
  • Pay Rate: $21-24/hour | W2 + Benefits
What you will do as the Client Support Associate:
  • 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 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 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 will bring to the role as the Client Support Associate:
  • High School Diploma required; Bachelor’s degree in Finance, Accounting, or Business preferred
  • 1+ years of demonstrated success navigating multiple computer systems in a professional setting
  • 2+ years of experience working in client-service or call center
  • Strong technical aptitude
  • Demonstrated experience communicating orally and in writing
  • Previous exposure to client servicing and/or account management is highly desirable
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (651) 772-9225.

As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
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