El Segundo, CA, USA
2 days ago
Operations Support Associate
Kforce has a client that is seeking an Operations Support Associate in El Segundo, CA. Summary: This is a unique opportunity to join our team to provide technical support, troubleshooting, and world-class customer service to our field sales reps. What you will do: * Respond to telephone support inquiries from Financial Advisors, their supporting staff in field, and end clients * Provide technical assistance with system status, network connectivity, along with a variety of problems of all installed applications and software products supported by IT * Responsible for creating Raving fans by delivering excellent support to all of our advisor's end-clients; The goal is to build and maintain client loyalty as well as create the world's most referable platform * Provide support to our advisors and end-clients with the navigation and use of various systems associated with the Broker/Dealer * Troubleshoot and resolve product or service problems; Determining the cause and explaining the best solution to resolve the issue * Utilize the CRM (Client Relationship Management) tool to record calls and status of all requests * Provide follow-up to ensure full customer satisfaction * Escalate requests to or consult with senior staff when solution is unclear * Report problems with procedures and make suggestions for improvement * Participate in special projects that enhance the overall advisor and client experience * Maintain high level standards of call handling requirements and quality review scores while adhering to assigned work schedule
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