Customer Success Specialist — Financial Services

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

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