Client Specialist Associate

Military, Veterans and Diverse Job Seekers; San Diego (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

Military, Veterans and Diverse Job Seekers is seeking a Client Specialist Associate in San Diego to deliver exceptional service across phone, email and social channels. You will explain investment concepts to customers, troubleshoot issues and act as the customer advocate for product improvements.

The role emphasizes communication, collaboration and a customer-first mindset. Ideal candidates have 2-3 years in customer service or financial services, strong written skills and comfort using

Qualifications

• 2-3 years of relevant work experience.
• Expertise with customer service, financial services or retail banking.
• Technical savvy, ability to navigate multiple systems to respond to inquiries.
• Exceptional written communication skills and ability to build rapport over email and phone.

Responsibilities

• Deliver above-and-beyond customer service through phone, email and social channels.
• Explain complex investment principles clearly to prospects and customers.
• Troubleshoot issues, investigate root causes and resolve quickly.
• Act as the internal voice of the customer to inform product improvements.
• Suggest process improvements to website and FAQs.

Skills

Customer service

Written communication

Tech savvy

Tools

Salesforce

Zendesk

Zoho

Job description

About the job Client Specialist Associate

Job Description

You like interacting with people, fixing things and understand what it means to be a champion of a brand. You are the voice of the company for customers, you understand what it is like to be a customer and appreciate going above and beyond to delight people and solve their problems. This role is key to enhancing our customer-focused product and supporting its users.

Responsibilities

• Deliver above-and-beyond customer service and experiences through phone, email and social media channels.
• Explain complex investment principles clearly, helping prospects and customers see the benefits of our products.
• Troubleshoot customer issues and concerns, investigating why they happened, and communicate to find rapid resolutions.
• Act as the internal voice of the customer, offering insights to help build a better product.
• Suggest improvements to company processes. (website, frequently asked questions, etc.)

Requirements

• 2-3 years of relevant work experience.
• Expertise with customer service, financial services or retail banking.
• Technical savvy, specifically the ability to navigate multiple systems simultaneously to respond to customer inquiries.
• Exceptional written communication skills and ability to built rapport - you will speak with our customers through both email and over the phone.

Bonus Points

• Customer service or related experience working with CRM systems (Salesforce, ZenDesk, ZoHo)