Job Description

Job Summary

Client Support Associate - Financial Advisory / Wealth Management Firm

Duration: 6 month contract, likely long-term extension

Location: El Segundo, CA or San Diego, CA - 2 DAYS PER WEEK ONSITE REQUIRED

Rate: $19/hr - $23/hr

One of our Financial Advisory / Wealth Management clients in Los Angeles and San Diego is seeking a Client Support Associate. This is a unique opportunity to join the team to provide operational support, troubleshooting, and world-class customer service to their advisors.

What you will do:

  • Develop one on one relationships with advisors, their staff, and end clients
  • Work independently to assist callers with tailor 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 ...

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