Client Support -

Associate Location :

Coppell, TX Duration :

7 months

Pay :

$25/hr - $28/hr (DOE) The Planet Group is seeking a Client Support Associate temp for 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.

What you need to have:

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