Client Services Associate

Job Description

Job Duties/Description:

• Responsible for receiving incoming client phone calls (average 10/day)
• Handling client service questions and escalating appropriately
• Handle service calls relating to withdrawals, annuity funds, tax statements and various claims
• Assist in filling out requested documents and process appropriately
• Follow service requests from start to finish
• Scan completed documents and upload to Salesforce
• Maintain client information in database
• Assist Financial Advisors with preparation ahead of client meetings

Requirements:

• Previous experience processing detailed paperwork
• Experience with Salesforce preferred
• Strong computer skills
• Excellent communication skills- verbal and written

Additional Info:

• Pay range: $19-22/hour (some flexibility based on experience)
• Schedule: Monday-Friday 8a-5p
• Location : 100% Onsite

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

To apply please email your resume to mdolan@ultimatestaffing.com