Customer Service Associate

Customer Service Associate - California

Customer Service Associate Role: Client Associate
Location: Carmel, California

Our client, a large global organization in the Financial Services sector, are looking to hire a Customer Service Associate in Carmel California

Your New Role

  • Answer inbound calls from our internal and external clients.
  • Assist external clients with the Firm's website registration or navigation, credit card activations, and provide education about the processes and procedures associated with their account.
  • Provide support and guidance with internal clients involving the maintenance of the Client's accounts associated with the Firm's investment products and providing estimated time frames for requests to be completed.

What You'll Need to Succeed
  • Financial services/banking/ brokerage experience preferred
  • Exceptional phone conversation skills
  • Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
  • Strong organizational skills, attention to detail, and excellent follow-up skills
  • Ability to be self-motivated and succeed in a team atmosphere
  • Candidates must have flexibility in work schedule
  • Superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries
  • Call center and writing skills

If you are available and interested in this role, please reply to this email as soon as you can attaching your updated resume and hourly rate requirement.


Job type:
Banking & Financial Services
Accounting And Finance
Up to $23.00
Apply Now

Talk to a consultant

Talk to Nicole Rocha, the specialist consultant managing this position, located in Jersey City

30 Montgomery Street, Suite 680, Jersey City, New Jersey, United States of America, NJ 07302

Telephone: 9054881476

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