Client Support Associate

Provide direct support to internal and external customers as their primary point of contact.

Responsibilities

• Develop one-on-one relationships with internal and external customers.
• Work independently to provide tailored support to callers based on their specific needs.
• Own and resolve customer issues of varying complexity from inception to completion.
• Provide technical support across various computer systems.
• Participate in special projects, including training and support for contacts.

Required Skills

• 2+ years of experience in a client service or call center role.
• 1+ years of experience navigating multiple computer systems.
• Knowledge of broker/dealer account opening processes.
• Proficiency with CRM tools.
• High School Diploma or equivalent.
• Ability to work on-site in El Segundo, CA, at least twice per week.

Preferred Skills

• Bachelor’s degree in Finance, Accounting, or Business.
• 1+ years of experience in Financial Services.
• 2+ years of experience in high-level service delivery and problem resolution.