Client Support - Associate (Hybrid)

RESPONSIBILITIES

A client with Kforce is seeking a Client Support - Associate to join their team in Coppell, TX.

Summary

The client's Financial Group is currently seeking a Client Support Associate temp for our Dallas location. This is a unique opportunity to join our team to deliver world class customer service to our clients and maintain their loyalty to our industry-leading business platform.

Duties

• You will quickly and thoughtfully handle complex and escalated issues from representatives and customers
• Provide high-quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc.
• You will provide support to our clients with the navigation while using various systems associated with the broker-dealer
• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule
• You will utilize the CRM (Client Relationship Management) tool to accurately record each call
• Work independently within the team to assist callers without requiring outside help
• You will participate in off-phone projects as required
• Provide training support both internally and externally
• Show an understanding of the financial services industry and our role in it
• You will complete other duties as assigned

REQUIREMENTS:

• 3+ years of proficiency with Microsoft Office
• 2+ years of Banking or Financial Services experience
• 2+ years of customer focused experience

Really catch our eye with:

• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Passion for providing a world class customer service experience to clients

Our top performers share the following traits:

• Customer service champion; willing to go the extra mile to meet our clients' needs
• Flexible and adaptable to change
• Courteous and empathetic to client concerns
• Superior listening skills
• Positive role model to colleagues
• Highly responsive to coaching and training
• Independent; Able to work and resolve complex issues with minimal guidance
• Ability to learn quickly and multi-task effectively in a fast-paced environment
• Team player attitude
• Energetic and results-oriented

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law. This job is not eligible for bonuses, incentives or commissions. Kforce is an Equal Opportunity/Affirmative Action Employer.

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