Client Support - Associate X2

Kforce Inc; Coppell (TX); On-site; USD 42,000 - 66,000; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA

FSA

401(k)

Job summary

Kforce Inc. in Coppell, TX, is seeking a Client Support Associate to deliver world-class service to clients and support the financial group's operations.

In this temp role, you will handle complex issues, assist with brokerage operations, and document calls in the CRM, while maintaining call quality and schedules.

Qualifications

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

Responsibilities

• 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.
• 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.
• Utilize the CRM (Client Relationship Management) tool to accurately record each call.
• Work independently within the team to assist callers without requiring outside help.
• 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.
• Complete other duties as assigned.

Skills

Microsoft Office

Customer service

Job description

A client with Kforce is seeking a Client Support Associate to join their team in Coppell, TX. The client's Financial Group is currently seeking a Client Support Associate temp. 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.

Responsibilities

• 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.
• 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
• Utilize the CRM (Client Relationship Management) tool to accurately record each call
• Work independently within the team to assist callers without requiring outside help
• 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
• 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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.