San Diego, CA, 92108, USA
13 hours ago
Client Support Associate (Hybrid)
Description Seeking a Client Support Associate for a financial services organization in El Segundo or San Diego, CA. This individual will deliver world class customer service and handle complex and escalated issued from representatives and customers calling in for support. 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 Pay and Benefits The pay range for this position is $25.00 - $25.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in San Diego,CA. Application Deadline This position is anticipated to close on Sep 2, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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