Job Description
Client Relationship Associate
Hybrid
scottsdale, arizona
$19.99 – $20 per hour
temp to perm
high school
shift: First
work hours: 8:30 AM – 7 PM
category office and administrative support occupations
reference AB_4319126
Job details
Our client is seeking Call Center professionals looking to further their career in the financial services industry. You will answer questions about investment products and services and be the voice of the company, working with each client to answer questions, resolve issues and initiate monetary transactions.
Apply today to be a part of a team-oriented environment providing personalized solutions to help clients work toward their financial goals!
What We Offer:
- Starting Pay: $20 per hour (pay increase to $23 per hour after 2 months)
- Training Schedule: 4-6 weeks, Mon-Fri from 8:30am – 5pm
- POST Training: Mon-Fri from 10:30am-7pm
- WFH on Mondays and Fridays, Office in Scottsdale Tuesday thru Thursday
Please Note:
This is a hybrid role, combining WFH and office presence. You must reside reasonably close to our Scottsdale, AZ office.
Training kicks off on October 16th, and all offers must be made no later than September 15th.
The demand for these positions is high and we are limited as to how many candidates we can submit for consideration. If interested, APPLY TODAY!
Responsibilities
Customers call into our call center and speak to our customer service team. You’ll answer their questions about financial products and services. You’ll be much more than just part of a call center, you’ll be a technical subject matter expert (paid training provided) who helps retain and grow our customer base.
- Serve as the initial point of contact for clients
- Respond to requests for investment, fund, and account information
- Resolve general account issues
- Follow standardized processes to complete monetary and administrative transactions
- Document and report client feedback for process improvement efforts
- Use consultative approach to position products and services to clients
This job is for you if you:
- Have strong communication and relationship management skills
- Excel in explaining complex information in ways that are easy to understand
- Want to be part of a small team that’s motivated by helping others and serving the best interests of our investors
- Like to work hard in a professional environment that stresses respect and teamwork
- Demonstrate self-motivation and an overall drive to succeed
- Are flexible and thrive in fast-paced work environments
What you’ll have:
- High School Diploma, Associates/Bachelors preferred
- 1+ year customer service/business related experience, preferably in finance
- Great Problem Resolution and Time Management skills
- Tech-Savvy
The essential functions of this role include:
- working in a smoke free environment
Skills
- Call Center
- Telephone Etiquette
- Customer Service
- Customer support
- Customer Relations
- Financial Services
Qualifications
- Years of experience: 1 year
- Experience level: Experienced