Dahl Consulting | Client Support Associate(Remote)
United States · Remote
Junior · Full time
Posted 10 months ago
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Join this team for the unique opportunity to deliver world-class customer service to our colleagues and clients! Dahl Consulting is currently partnering with a leading financial services company. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring a Client Support Associate for a contract role! Interested? Get more details below!

  • Worksite Location: hybrid depending on location | opportunity for remote
  • Contract Period: 6-months
  • Pay Rate: $21-24/hour | W2 + Benefits

What you will do as the Client Support Associate:

  • Develop one-on-one relationships with advisors, their staff, and end clients
  • Work independently to assist callers with tailored support to meet their needs
  • Serve as the caller’s primary point of contact and own the caller’s issue from start to finish
  • Quickly and thoughtfully handle complex and escalated issues from representatives and customers
  • Provide support on various computer systems associated with the Broker/Dealer
  • Maintain minimum call requirements and quality review scores while adhering to assigned work schedule
  • Utilize CRM (Client Relationship Management) tool to accurately record and track calls
  • Participate in special projects and team accountabilities including training and support of internal and external contacts

What you will bring to the role as the Client Support Associate:

  • High School Diploma required; Bachelor’s degree in Finance, Accounting, or Business preferred
  • 1+ years of demonstrated success navigating multiple computer systems in a professional setting
  • 2+ years of experience working in client-service or call center
  • Strong technical aptitude
  • Demonstrated experience communicating orally and in writing
  • Previous exposure to client servicing and/or account management is highly desirable

 

 

Note From The Remote JobHunters:

Dahl Consulting
At Dahl Consulting, "It's the People"​ is more than a tagline. Our business is connecting people through employment!
Size:  251-500 employees
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