Customer Experience Specialist

Job Description

Job Description

Job Title : Customer Experience Specialist

Location : La Mesa, San Diego, CA

LHH Recruitment Solutions is seeking a professional and customer-focused Customer Experience Specialist to join a growing financial services company in La Mesa. The ideal candidate will be passionate about helping clients achieve their financial goals, providing outstanding service, and ensuring a seamless customer experience from start to finish.

Responsibilities :

Serve as the primary point of contact for clients, addressing inquiries via phone, email, and in-person interactions

Support clients with account setup, documentation, and service requests while maintaining confidentiality and compliance with financial regulations

Collaborate with internal teams to resolve issues efficiently and ensure a positive client experience

Deliver exceptional customer service and support in a professional manner

Respond to inquiries, resolve issues, and provide accurate information

Maintain detailed records of customer interactions using internal systems

Collaborate with internal teams to ensure timely resolution of customer concerns

Help identify opportunities for process improvements and enhance the overall customer experience

Maintain accurate client records and documentation in CRM systems

Identify opportunities to enhance client satisfaction and streamline service processes

Qualifications :

2+ years of customer service or client relations experience

Bilingual in Spanish is highly preferred but not required

Strong communication, problem-solving, and organizational skills

Proficient in Microsoft Office

Detail-oriented and able to handle sensitive financial information with discretion

Position Details :

Location : La Mesa, San Diego

Type : 3-6 month contract role with a high chance to go permanent

Schedule : Full-time, on-site, Monday-Friday 8am-5pm or 7am-4pm PST

Compensation : $22.00 per hour

This is an excellent opportunity to join a reputable organization that values professionalism, integrity, and exceptional customer care.

Pay Details : $22.00 per hour

Search managed by : Ciara Norton

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer / Veterans / Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www- uat.lhh.com / us / en / candidate -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.